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
$1.11B
AUM Growth
+$157M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
482
New
Increased
Reduced
Closed

Top Buys

1
+$13.4M
2
+$10.8M
3
+$10.7M
4
NYAX
Nayax
NYAX
+$10.4M
5
TSEM icon
Tower Semiconductor
TSEM
+$9.69M

Top Sells

1
+$4.18M
2
+$3.32M
3
+$3.05M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.22M
5
NVDA icon
NVIDIA
NVDA
+$1.66M

Sector Composition

1 Technology 41.62%
2 Industrials 15.02%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$118M 10.57%
449,747
+41,401
2
$81.3M 7.31%
16,479,059
+2,161,715
3
$58.4M 5.25%
296,307
+67,734
4
$53M 4.77%
3,068,179
+482,129
5
$44.9M 4.04%
866,539
+187,103
6
$42.9M 3.86%
525,413
+29,580
7
$36M 3.24%
524,416
+61,236
8
$34.6M 3.11%
1,183,988
+354,350
9
$31.5M 2.83%
1,213,859
-128,158
10
$28.9M 2.6%
929,183
-2,000
11
$26.1M 2.35%
622,240
12
$22.6M 2.03%
281,851
+59,184
13
$21.9M 1.97%
51,818
-6
14
$20.8M 1.87%
105,533
-4,735
15
$20.5M 1.85%
1,449,634
+86,500
16
$18.4M 1.65%
31,389
-992
17
$17.7M 1.59%
32,780
-376
18
$17.3M 1.55%
78,679
+9,547
19
$16.8M 1.51%
28,543
+70
20
$16M 1.44%
1,854,798
21
$15.5M 1.39%
420,123
+113,060
22
$14.2M 1.28%
66,167
+8,205
23
$13.6M 1.22%
117,270
+16,220
24
$12.5M 1.13%
68,898
-456
25
$12.4M 1.12%
24,350
+4,680
1
2 3 4 5