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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
DVY icon
226
iShares Select Dividend ETF
DVY
$23.6B
$39.4K 0.01%
+336
New +$40.6K
RSP icon
227
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$38.3K 0.01%
265
+100
+61% +$14.6K
AVGO icon
228
Broadcom
AVGO
$2.01T
$37.9K 0.01%
590
-11,560
-95% -$695K
MQ icon
229
Marqeta
MQ
$1.62B
$36.4K 0.01%
1,992
-805
-29% -$18K
RSKD icon
230
Riskified
RSKD
$712M
$36.4K 0.01%
23,314
-1,756
-7% -$9.75K
DEO icon
231
Diageo
DEO
$54B
$36.2K 0.01%
200
+100
+100% +$17.6K
WCLD
232
WisdomTree Cloud Computing Fund
WCLD
$305M
$35.6K 0.01%
1,200
– –
VT icon
233
Vanguard Total World Stock ETF
VT
$81.2B
$35K 0.01%
380
+300
+375% +$27.2K
FICO icon
234
Fair Isaac
FICO
$22.7B
$35K 0.01%
180
– –
BEPC icon
235
Brookfield Renewable
BEPC
$6.17B
$35K 0.01%
1,000
– –
WBA
236
DELISTED
Walgreens Boots Alliance
WBA
$34.6K 0.01%
1,000
– –
FDX icon
237
FedEx
FDX
$76.9B
$34.3K 0.01%
150
+120
+400% +$24.4K
IGM icon
238
iShares Expanded Tech Sector ETF
IGM
$10.8B
$33.9K 0.01%
600
– –
MS icon
239
Morgan Stanley
MS
$338B
$33.3K 0.01%
380
+193
+103% +$18K
MOAT icon
240
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$33.2K 0.01%
450
– –
SCWX
241
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$33.2K 0.01%
14,000
-541
-4% -$4.17K
IGSB icon
242
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$33.1K 0.01%
655
-250
-28% -$12.6K
WEX icon
243
WEX
WEX
$6.35B
$32.4K 0.01%
637
-258
-29% -$47K
STKH
244
Steakholder Foods
STKH
$2.54M
$31.9K 0.01%
37
– –
IBDT icon
245
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$31.7K 0.01%
1,270
-2,900
-70% -$71.6K
VCSH icon
246
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$31.6K 0.01%
415
– –
TJX icon
247
TJX Companies
TJX
$175B
$31.3K 0.01%
400
+330
+471% +$26K
GS icon
248
Goldman Sachs
GS
$301B
$31.1K 0.01%
95
+46
+94% +$16K
PAYX icon
249
Paychex
PAYX
$43.1B
$31K 0.01%
979
-1,021
-51% -$116K
ABT icon
250
Abbott
ABT
$188B
$31K 0.01%
306
+106
+53% +$11.2K
8 9
10
11 12

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EWA
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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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Y.D. More Investments's Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.