We are live on ! Find out more
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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
AZN icon
226
AstraZeneca
AZN
$251B
$60.9K 0.01%
450
-205
-31% -$28K
IAK icon
227
iShares US Insurance ETF
IAK
$542M
$57.7K 0.01%
630
– –
WMS icon
228
Advanced Drainage Systems
WMS
$10.7B
$56.9K 0.01%
500
– –
AGG icon
229
iShares Core US Aggregate Bond ETF
AGG
$137B
$56.4K 0.01%
+600
New +$57.8K
IBM icon
230
IBM
IBM
$223B
$56.1K 0.01%
400
– –
ABBV icon
231
AbbVie
ABBV
$438B
$55.2K 0.01%
370
-280
-43% -$41.1K
BLK icon
232
Blackrock
BLK
$175B
$54.8K 0.01%
85
– –
SKYY icon
233
First Trust Cloud Computing ETF
SKYY
$3.22B
$53.9K 0.01%
710
– –
MAT icon
234
Mattel
MAT
$4.21B
$52.9K 0.01%
+2,400
New +$51.3K
RUN icon
235
Sunrun
RUN
$2.38B
$50.2K 0.01%
4,000
-800
-17% -$13.2K
FOUR icon
236
Shift4
FOUR
$3.41B
$49.8K 0.01%
853
-258
-23% -$15.7K
WU icon
237
Western Union
WU
$2.19B
$49.4K 0.01%
3,892
-1,110
-22% -$13.6K
RELY icon
238
Remitly
RELY
$4.87B
$48.9K 0.01%
1,883
-494
-21% -$11.1K
CHKP icon
239
Check Point Software Technologies
CHKP
$13.4B
$48.6K 0.01%
+365
New +$47.9K
C icon
240
Citigroup
C
$227B
$47.9K 0.01%
1,168
– –
XLC icon
241
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$47.8K 0.01%
730
– –
EPAM icon
242
EPAM Systems
EPAM
$5.02B
$46K 0.01%
180
– –
FND icon
243
Floor & Decor
FND
$6.3B
$45.3K 0.01%
+500
New +$50.9K
HLMN icon
244
Hillman Solutions
HLMN
$1.77B
$44.8K 0.01%
5,486
– –
CSTE icon
245
Caesarstone
CSTE
$88.2M
$44.7K 0.01%
+10,438
New +$50.3K
KBWB icon
246
Invesco KBW Bank ETF
KBWB
$6.75B
$44.1K 0.01%
1,100
-200
-15% -$8.53K
VOOV icon
247
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$42.8K 0.01%
288
– –
EEFT icon
248
Euronet Worldwide
EEFT
$2.65B
$42.7K 0.01%
516
-147
-22% -$13.7K
FEZ icon
249
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$41.7K 0.01%
1,001
– –
TAN icon
250
Invesco Solar ETF
TAN
$1.36B
$40.8K 0.01%
787
-965
-55% -$59.4K
8 9
10
11 12

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.