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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
-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
FLYW icon
251
Flywire
FLYW
$2.11B
$39.7K 0.01%
1,277
-202
-14% -$6.46K
TIP icon
252
iShares TIPS Bond ETF
TIP
$14.7B
$38.4K 0.01%
370
– –
KO icon
253
Coca-Cola
KO
$374B
$38.4K 0.01%
687
-147
-18% -$8.82K
IGM icon
254
iShares Expanded Tech Sector ETF
IGM
$10.8B
$38.2K 0.01%
600
– –
MTUM icon
255
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$37.8K 0.01%
273
-45
-14% -$6.5K
QTEC icon
256
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$37.8K 0.01%
260
-65
-20% -$9.66K
STNE icon
257
StoneCo
STNE
$2.52B
$37.1K 0.01%
3,254
-926
-22% -$11.4K
DAL icon
258
Delta Air Lines
DAL
$58.7B
$37K 0.01%
1,000
– –
XIFR
259
XPLR Infrastructure LP
XIFR
$1.07B
$35.6K 0.01%
1,200
-100
-8% -$5.07K
WCLD
260
WisdomTree Cloud Computing Fund
WCLD
$305M
$35.6K 0.01%
1,200
– –
MQ icon
261
Marqeta
MQ
$1.62B
$34.7K 0.01%
1,378
-427
-24% -$9.69K
MOAT icon
262
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$34.1K 0.01%
450
-87
-16% -$6.93K
CVX icon
263
Chevron
CVX
$382B
$33.9K 0.01%
201
– –
IGSB icon
264
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$32.6K 0.01%
655
– –
FTLS icon
265
First Trust Long/Short Equity ETF
FTLS
$2.49B
$31.9K 0.01%
600
– –
VCSH icon
266
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$31.2K 0.01%
415
-600
-59% -$45.3K
MS icon
267
Morgan Stanley
MS
$338B
$31K 0.01%
380
– –
IYG icon
268
iShares US Financial Services ETF
IYG
$2.21B
$30.6K 0.01%
600
– –
IBDT icon
269
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$30.5K 0.01%
1,270
– –
PLUG icon
270
Plug Power
PLUG
$2.94B
$30.4K 0.01%
4,000
-1,300
-25% -$12.7K
PAGS icon
271
PagSeguro Digital
PAGS
$2.54B
$30.3K 0.01%
3,425
-977
-22% -$9.19K
DEO icon
272
Diageo
DEO
$54B
$29.8K 0.01%
200
– –
GD icon
273
General Dynamics
GD
$107B
$28.7K 0.01%
130
+30
+30% +$6.64K
FLTR icon
274
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.5K 0.01%
1,086
– –
ACIW icon
275
ACI Worldwide
ACIW
$5.34B
$26.5K 0.01%
1,128
-319
-22% -$7.46K
9 10
11
12 13

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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 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.