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
$564M
AUM Growth
+$43.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
357
New
Increased
Reduced
Closed

Top Buys

1
+$6.58M
2
+$6.52M
3
+$5.23M
4
PANW icon
Palo Alto Networks
PANW
+$3.71M
5
WIX icon
WIX.com
WIX
+$2.78M

Top Sells

1
+$22M
2
+$17M
3
+$12.7M
4
INMD icon
InMode
INMD
+$4.05M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

1 Technology 51.23%
2 Financials 9.52%
3 Communication Services 7.5%
4 Consumer Discretionary 5.6%
5 Industrials 3.21%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.4M 5.56%
1,254,319
-18,890
2
$27.1M 4.81%
970,514
-7,684
3
$26.6M 4.72%
63,331
+2,812
4
$23.9M 4.23%
549,550
+150,000
5
$22.3M 3.95%
163,953
-93,617
6
$20.6M 3.66%
42,519
+5,132
7
$19.7M 3.49%
40,994
+887
8
$15.3M 2.72%
1,854,798
9
$15M 2.66%
83,269
+1,279
10
$14.6M 2.59%
102,746
+26,122
11
$14.2M 2.52%
27,240
+1,895
12
$12.5M 2.22%
176,181
+73,668
13
$12.5M 2.21%
28,104
+3,588
14
$11.8M 2.1%
1,314,263
-197,000
15
$11.4M 2.01%
74,594
-4,321
16
$11M 1.96%
122,110
-1,810
17
$7.95M 1.41%
98,685
-270
18
$7.51M 1.33%
24,951
-1,238
19
$6.92M 1.23%
26,559
+1,803
20
$6.72M 1.19%
6,930
-1,532
21
$6.7M 1.19%
39,043
-11,490
22
$6.58M 1.17%
+298,000
23
$6.56M 1.16%
13,624
+214
24
$6.38M 1.13%
76,119
-173
25
$6.2M 1.1%
27,572
-3,133
1
2 3 4 5