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
$955M
AUM Growth
-$25.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
475
New
Increased
Reduced
Closed

Top Buys

1
+$22.9M
2
+$12M
3
+$11.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.6M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.86M

Top Sells

1
+$29.1M
2
+$12.7M
3
+$10.6M
4
TSEM icon
Tower Semiconductor
TSEM
+$10.3M
5
TSM icon
TSMC
TSM
+$6.95M

Sector Composition

1 Technology 42.65%
2 Industrials 12.89%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$81.5M 8.54%
408,346
+4,604
2
$61.3M 6.42%
14,317,344
-318,922
3
$48M 5.03%
228,573
-60,413
4
$43.6M 4.57%
2,586,050
+628,645
5
$40M 4.19%
495,833
-131,140
6
$35.7M 3.73%
463,180
-30,439
7
$30.2M 3.16%
679,436
-232,490
8
$25.1M 2.63%
622,240
+25,300
9
$24.7M 2.59%
931,183
-26,249
10
$24.5M 2.57%
1,342,017
+1,254,261
11
$22.3M 2.34%
51,824
-5,718
12
$21.2M 2.22%
829,638
+146,523
13
$19.1M 2.01%
110,268
-40,019
14
$18.6M 1.95%
222,667
+117,682
15
$18.5M 1.94%
32,381
-4,946
16
$17.5M 1.83%
33,156
-7,123
17
$16.3M 1.71%
28,473
+367
18
$12.9M 1.35%
69,132
-5,111
19
$12.6M 1.32%
1,854,798
20
$12.1M 1.27%
101,050
+100,600
21
$12.1M 1.26%
1,363,134
+48,871
22
$11.9M 1.24%
69,354
-13,504
23
$11.6M 1.21%
+307,063
24
$9.74M 1.02%
41,784
-9,203
25
$9.69M 1.01%
57,962
+3,629
1
2 3 4 5