YDMI

Y.D. More Investments Portfolio holdings

AUM $1.45B
1-Year Est. Return 49.07%
This Quarter Est. Return
1 Year Est. Return
+49.07%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$520M
AUM Growth
+$52.8K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
366
New
Increased
Reduced
Closed

Top Buys

1
+$4.64M
2
+$4.21M
3
+$2.88M
4
VEEV icon
Veeva Systems
VEEV
+$2.65M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.28M

Top Sells

1
+$28.4M
2
+$12.9M
3
+$12.7M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.9M
5
INMD icon
InMode
INMD
+$2.19M

Sector Composition

1 Technology 45.74%
2 Healthcare 11.26%
3 Financials 9.6%
4 Communication Services 6.49%
5 Consumer Discretionary 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.8M 6.12%
1,273,209
2
$26.8M 5.15%
257,570
-5,219
3
$26.6M 5.12%
978,198
-475
4
$24.4M 4.68%
846,615
-16,528
5
$22.8M 4.37%
60,519
-3,690
6
$18.6M 3.57%
399,550
+39,000
7
$17.9M 3.44%
1,254,591
-126,959
8
$17.5M 3.37%
40,107
+4,868
9
$13.2M 2.54%
37,387
-2,275
10
$12.5M 2.39%
81,990
+4,147
11
$12M 2.31%
25,345
+9,771
12
$11.9M 2.29%
1,854,798
13
$11.3M 2.17%
76,624
+6,728
14
$11.1M 2.14%
78,915
-2,948
15
$10M 1.93%
24,516
+7,035
16
$9.73M 1.87%
50,533
+600
17
$9.6M 1.84%
102,513
-1,098
18
$8.06M 1.55%
1,511,263
19
$8.04M 1.55%
98,955
+6,690
20
$6.89M 1.32%
26,189
-1,026
21
$6.4M 1.23%
8,462
-1,041
22
$6.14M 1.18%
123,920
+12,200
23
$5.72M 1.1%
13,410
+471
24
$5.52M 1.06%
71,358
+54,398
25
$5.37M 1.03%
30,705
-2,103
1
2 3 4 5