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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
UPS icon
226
United Parcel Service
UPS
$89.1B
$65.4K 0.01%
440
-65
-13% -$9.88K
EIS icon
227
iShares MSCI Israel ETF
EIS
$888M
$61.6K 0.01%
970
-160
-14% -$9.68K
XLC icon
228
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
$59.5K 0.01%
730
– –
VTV icon
229
Vanguard Morningstar Value ETF
VTV
$192B
$58.4K 0.01%
359
– –
HLMN icon
230
Hillman Solutions
HLMN
$1.77B
$58.4K 0.01%
5,486
– –
INMD icon
231
InMode
INMD
$873M
$56K 0.01%
2,590
-187,461
-99% -$4.19M
DIS icon
232
Walt Disney
DIS
$178B
$54.5K 0.01%
445
-23
-5% -$2.4K
BLK icon
233
Blackrock
BLK
$175B
$54K 0.01%
65
– –
IWM icon
234
iShares Russell 2000 ETF
IWM
$81.5B
$53.6K 0.01%
+255
New +$50.9K
FBYDW icon
235
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$53.4K 0.01%
75,000
– –
FEZ icon
236
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$52.1K 0.01%
1,001
– –
IEI icon
237
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$52.1K 0.01%
450
– –
VOOV icon
238
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$52K 0.01%
288
– –
IGM icon
239
iShares Expanded Tech Sector ETF
IGM
$10.8B
$51.7K 0.01%
600
– –
MTUM icon
240
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$50.8K 0.01%
273
– –
EPAM icon
241
EPAM Systems
EPAM
$5.02B
$49.7K 0.01%
180
– –
QTEC icon
242
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$49.6K 0.01%
260
– –
DAL icon
243
Delta Air Lines
DAL
$58.7B
$47.9K 0.01%
1,000
– –
RH icon
244
RH
RH
$3.47B
$47K 0.01%
135
-9
-6% -$2.45K
WBA
245
DELISTED
Walgreens Boots Alliance
WBA
$45.5K 0.01%
2,100
– –
ABT icon
246
Abbott
ABT
$188B
$43.9K 0.01%
386
+150
+64% +$17.2K
AGR
247
DELISTED
Avangrid, Inc.
AGR
$43.7K 0.01%
1,200
-1,700
-59% -$55.5K
KBWB icon
248
Invesco KBW Bank ETF
KBWB
$6.75B
$43.5K 0.01%
810
– –
CSTE icon
249
Caesarstone
CSTE
$88.2M
$42.7K 0.01%
10,438
– –
STNE icon
250
StoneCo
STNE
$2.52B
$41.9K 0.01%
2,523
-712
-22% -$12.2K
8 9
10
11 12

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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.