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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
+11.27%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$52.8K
Cap. Flow
-$37.2M
Cap. Flow %
-7.15%
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
101
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.35M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.06M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M
4
VEEV icon
Veeva Systems
VEEV
+$2.6M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.04M

Top Sells

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$24.2M
2
AMGN icon
Amgen
AMGN
+$12.7M
3
SNY icon
Sanofi
SNY
+$12.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.19M
5
INMD icon
InMode
INMD
+$2.21M

Sector Composition

Rank Sector Weight
1 Technology 42.15%
2 Healthcare 11.26%
3 Financials 9.62%
4 Communication Services 6.49%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SKYY icon
226
First Trust Cloud Computing ETF
SKYY
$3.22B
$62.2K 0.01%
710
– –
AZN icon
227
AstraZeneca
AZN
$251B
$60.6K 0.01%
450
– –
C icon
228
Citigroup
C
$227B
$59.9K 0.01%
1,168
– –
AGG icon
229
iShares Core US Aggregate Bond ETF
AGG
$137B
$59.5K 0.01%
600
– –
ABBV icon
230
AbbVie
ABBV
$438B
$57.3K 0.01%
370
– –
FOUR icon
231
Shift4
FOUR
$3.41B
$56.8K 0.01%
843
-10
-1% -$596
FBYDW icon
232
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$56.3K 0.01%
+75,000
New +$43.8K
FND icon
233
Floor & Decor
FND
$6.3B
$55.8K 0.01%
500
– –
SNOW icon
234
Snowflake
SNOW
$116B
$54.9K 0.01%
+1,000
New +$169K
WBA
235
DELISTED
Walgreens Boots Alliance
WBA
$54.8K 0.01%
2,100
+1,100
+110% +$24.6K
VTV icon
236
Vanguard Morningstar Value ETF
VTV
$192B
$53.6K 0.01%
359
+208
+138% +$29.3K
EPAM icon
237
EPAM Systems
EPAM
$5.02B
$53.5K 0.01%
180
– –
XLC icon
238
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$52.9K 0.01%
730
– –
IEI icon
239
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$52.7K 0.01%
450
-156
-26% -$17.8K
SHEL icon
240
Shell
SHEL
$249B
$52.6K 0.01%
800
-1,100
-58% -$72.2K
BLK icon
241
Blackrock
BLK
$175B
$52.5K 0.01%
65
-20
-24% -$14K
STNE icon
242
StoneCo
STNE
$2.52B
$51.2K 0.01%
3,235
-19
-0.6% -$250
HLMN icon
243
Hillman Solutions
HLMN
$1.77B
$50.6K 0.01%
5,486
– –
DLO icon
244
dLocal
DLO
$4.23B
$50.3K 0.01%
2,965
-88
-3% -$1.57K
VOOV icon
245
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$48.4K 0.01%
288
– –
FEZ icon
246
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$47.3K 0.01%
1,001
– –
QTEC icon
247
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$45.6K 0.01%
260
– –
IGM icon
248
iShares Expanded Tech Sector ETF
IGM
$10.8B
$44.8K 0.01%
600
– –
IYG icon
249
iShares US Financial Services ETF
IYG
$2.21B
$44.8K 0.01%
756
+156
+26% +$8.4K
WU icon
250
Western Union
WU
$2.19B
$44.7K 0.01%
3,742
-150
-4% -$1.83K
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 Q4 2023 Portfolio in Review

As of Q4 2023, Y.D. More Investments held 366 positions worth $520M, up 0.01% from $520M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Y.D. More Investments withdrew a net $37.2M in Q4 2023, closing 17 positions and reducing 101 holdings. Its most notable exit was Amgen, an estimated $12.7M position sold in full.

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

Against the trend, Y.D. More Investments opened a new position in Veeva Systems worth $2.65M.

  • Y.D. More Investments's largest Q4 2023 buy was Veeva Systems: 13,789 shares worth $2.65M.
  • Y.D. More Investments added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $4.35M increase.
  • Y.D. More Investments's biggest Q4 2023 reduction was Tower Semiconductor, cutting an estimated $24.2M.
  • Y.D. More Investments fully exited Amgen in Q4 2023, selling an estimated $12.7M.
  • Y.D. More Investments's ten largest holdings make up 41% of its $520M portfolio in Q4 2023.
  • Y.D. More Investments opened 28 new positions and closed 17 in Q4 2023.
  • Y.D. More Investments's portfolio value rose 0.01% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.