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YDMI
Y.D. More Investments Portfolio holdings
AUM
$3.21B
1-Year Est. Return
117.29%
This Fund
S&P 500
This Quarter
Est. Return
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
94.69%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ituran Location and Control
ITRN
|
+$23.6M |
| 2 |
Microsoft
MSFT
|
+$23.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
InMode
INMD
|
+$15.7M |
| 5 |
TSMC
TSM
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.66% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
226
iShares US Pharmaceuticals ETF
IHE
$1.66B
| $74.7K | 0.02% |
+1,200
| New | +$72.2K |
|
|
MPT
227
Medical Properties Trust
MPT
$2.48B
| $74.6K | 0.02% |
+6,645
| New | +$77.3K |
|
228
Atlassian
TEAM
$38.5B
| $73.6K | 0.02% |
+2,003
| New | +$319K |
|
229
iShares US Home Construction ETF
ITB
$2.35B
| $73.2K | 0.02% |
+1,200
| New | +$69.3K |
|
230
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
| $69.8K | 0.02% |
+606
| New | +$69.5K |
|
231
Rapid7
RPD
$776M
| $69.7K | 0.02% |
+7,209
| New | +$258K |
|
232
iShares MSCI Israel ETF
EIS
$888M
| $68.4K | 0.02% |
+1,220
| New | +$72.3K |
|
233
G. Willi-Food International
WILC
$391M
| $67.9K | 0.02% |
+5,126
| New | +$72.5K |
|
234
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
| $67.9K | 0.02% |
+620
| New | +$65.5K |
|
235
Marqeta
MQ
$1.62B
| $67.4K | 0.02% |
+2,797
| New | +$76.4K |
|
236
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
| $66K | 0.02% |
+1,295
| New | +$67.1K |
|
237
Paychex
PAYX
$43.1B
| $66K | 0.02% |
+2,000
| New | +$234K |
|
238
iShares Biotechnology ETF
IBB
$9.82B
| $65.7K | 0.02% |
+500
| New | +$64.6K |
|
239
Plug Power
PLUG
$2.94B
| $64.8K | 0.02% |
+5,300
| New | +$84.4K |
|
240
Pinterest
PINS
$13.8B
| $64.3K | 0.02% |
+2,700
| New | +$64.4K |
|
241
N-able
NABL
$605M
| $63.5K | 0.02% |
+21,989
| New | +$235K |
|
242
Delta Air Lines
DAL
$58.7B
| $61.4K | 0.01% |
+1,875
| New | +$62.1K |
|
243
PagSeguro Digital
PAGS
$2.54B
| $58.7K | 0.01% |
+6,765
| New | +$79.5K |
|
244
IBM
IBM
$223B
| $56.4K | 0.01% |
+400
| New | +$55.2K |
|
245
Chevron
CVX
$382B
| $56K | 0.01% |
+314
| New | +$54.8K |
|
246
US Global Jets ETF
JETS
$821M
| $54.2K | 0.01% |
+3,183
| New | +$55.5K |
|
247
Aterian
ATER
$5.22M
| $53.8K | 0.01% |
+5,614
| New | +$70.3K |
|
248
First Trust Cloud Computing ETF
SKYY
$3.22B
| $53.2K | 0.01% |
+923
| New | +$55.9K |
|
249
Floor & Decor
FND
$6.3B
| $51.1K | 0.01% |
+720
| New | +$52.4K |
|
|
TARO
250
DELISTED
Taro Pharmaceutical Industries Ltd.
TARO
| $49.7K | 0.01% |
+2,612
| New | +$77.5K |
|
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Y.D. More Investments's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
- Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
- Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.
Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.