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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KVUE icon
226
Kenvue
KVUE
$36.7B
$139K 0.01%
6,513
+882
+16% +$20K
XLP icon
227
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$136K 0.01%
1,735
+200
+13% +$16.2K
TGT icon
228
Target
TGT
$69.4B
$135K 0.01%
1,000
-280
-22% -$40.1K
VHT icon
229
Vanguard Health Care ETF
VHT
$18.9B
$134K 0.01%
530
– –
O icon
230
Realty Income
O
$58.3B
$133K 0.01%
2,497
+55
+2% +$3.2K
VCSH icon
231
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$133K 0.01%
1,705
+900
+112% +$70.6K
AGG icon
232
iShares Core US Aggregate Bond ETF
AGG
$137B
$133K 0.01%
1,370
+570
+71% +$56.1K
SPIB icon
233
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$133K 0.01%
4,050
– –
VTRS icon
234
Viatris
VTRS
$18.8B
$130K 0.01%
10,425
+1,475
+16% +$18.1K
AMCR icon
235
Amcor
AMCR
$21.7B
$127K 0.01%
2,693
+127
+5% +$6.63K
PNW icon
236
Pinnacle West Capital
PNW
$12.1B
$124K 0.01%
1,461
-194
-12% -$17.2K
WEC icon
237
WEC Energy
WEC
$34.7B
$124K 0.01%
1,314
+16
+1% +$1.55K
ITA icon
238
iShares US Aerospace & Defense ETF
ITA
$15B
$124K 0.01%
851
-9
-1% -$1.36K
DRI icon
239
Darden Restaurants
DRI
$24.6B
$123K 0.01%
657
+9
+1% +$1.51K
KHC icon
240
Kraft Heinz
KHC
$29.4B
$123K 0.01%
3,992
+1,198
+43% +$39.3K
CAG icon
241
Conagra Brands
CAG
$7.09B
$122K 0.01%
4,411
+612
+16% +$17.4K
WCLD
242
WisdomTree Cloud Computing Fund
WCLD
$306M
$122K 0.01%
3,251
+2,051
+171% +$74.6K
FRT icon
243
Federal Realty Investment Trust
FRT
$10.2B
$120K 0.01%
1,071
+89
+9% +$10.1K
ES icon
244
Eversource Energy
ES
$26.8B
$119K 0.01%
2,076
+143
+7% +$8.91K
CHRD icon
245
Chord Energy
CHRD
$7.77B
$118K 0.01%
+1,012
New +$127K
EIX icon
246
Edison International
EIX
$26.2B
$118K 0.01%
1,478
-29
-2% -$2.42K
EXC icon
247
Exelon
EXC
$46.1B
$117K 0.01%
3,119
+340
+12% +$13.2K
HST icon
248
Host Hotels & Resorts
HST
$15.4B
$117K 0.01%
6,695
+138
+2% +$2.48K
MDT icon
249
Medtronic
MDT
$114B
$116K 0.01%
1,449
+236
+19% +$20.4K
IJH icon
250
iShares Core S&P Mid-Cap ETF
IJH
$127B
$115K 0.01%
1,845
– –
8 9
10
11 12

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SYBT
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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 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.