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
$980M
AUM Growth
+$416M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
471
New
Increased
Reduced
Closed

Top Buys

1
+$71.1M
2
+$69.2M
3
+$65.1M
4
ICL icon
ICL Group
ICL
+$62.8M
5
TSEM icon
Tower Semiconductor
TSEM
+$35.6M

Top Sells

1
+$4.4M
2
+$3.37M
3
+$3.35M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.8M
5
META icon
Meta Platforms (Facebook)
META
+$2.62M

Sector Composition

1 Technology 48.42%
2 Industrials 9.26%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.7M 8.03%
626,973
+550,854
2
$71.3M 7.28%
403,742
+402,512
3
$67.5M 6.89%
288,986
+278,786
4
$62.8M 6.4%
14,636,266
+14,635,766
5
$36M 3.67%
911,926
+902,546
6
$34.9M 3.56%
493,619
+449,209
7
$31.2M 3.18%
1,957,405
+1,955,345
8
$29.1M 2.96%
5,062,879
+3,808,560
9
$26.1M 2.66%
150,287
-13,666
10
$25.7M 2.62%
57,542
-5,789
11
$23.6M 2.41%
957,432
-13,082
12
$23.4M 2.39%
596,940
+47,390
13
$20.1M 2.05%
40,279
-715
14
$18.8M 1.92%
37,327
-5,192
15
$15.3M 1.56%
28,106
+866
16
$14.8M 1.51%
+683,115
17
$14.3M 1.46%
74,243
-9,026
18
$14.2M 1.45%
1,854,798
19
$14M 1.43%
82,858
-19,888
20
$13.5M 1.38%
28,259
+155
21
$11.7M 1.2%
95,030
-27,080
22
$11.4M 1.16%
+2,219,610
23
$10.9M 1.11%
59,320
-15,274
24
$10.7M 1.1%
50,987
+11,944
25
$10.2M 1.04%
1,314,263
1
2 3 4 5