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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
EEFT icon
251
Euronet Worldwide
EEFT
$2.65B
$42.9K 0.01%
472
-44
-9% -$3.75K
MTUM icon
252
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$42.4K 0.01%
273
– –
DIS icon
253
Walt Disney
DIS
$178B
$42.2K 0.01%
468
-7,898
-94% -$696K
RH icon
254
RH
RH
$3.47B
$42K 0.01%
144
-200
-58% -$51.6K
WCLD
255
WisdomTree Cloud Computing Fund
WCLD
$305M
$41.9K 0.01%
1,200
– –
TAN icon
256
Invesco Solar ETF
TAN
$1.36B
$41.3K 0.01%
775
-12
-2% -$562
RUN icon
257
Sunrun
RUN
$2.38B
$41.2K 0.01%
2,100
-1,900
-48% -$24.1K
DAL icon
258
Delta Air Lines
DAL
$58.7B
$40.2K 0.01%
1,000
– –
KBWB icon
259
Invesco KBW Bank ETF
KBWB
$6.75B
$39.8K 0.01%
810
-290
-26% -$12.3K
TIP icon
260
iShares TIPS Bond ETF
TIP
$14.7B
$39.8K 0.01%
370
– –
ENLT icon
261
Enlight Renewable Energy
ENLT
$11.3B
$39.4K 0.01%
2,060
-203,579
-99% -$3.19M
CSTE icon
262
Caesarstone
CSTE
$88.2M
$39K 0.01%
10,438
– –
MOAT icon
263
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$38.2K 0.01%
450
– –
RELY icon
264
Remitly
RELY
$4.87B
$37.9K 0.01%
1,969
+86
+5% +$1.93K
LI icon
265
Li Auto
LI
$12.6B
$37.4K 0.01%
1,000
-1,000
-50% -$36.1K
PAGS icon
266
PagSeguro Digital
PAGS
$2.54B
$36.4K 0.01%
3,472
+47
+1% +$432
KO icon
267
Coca-Cola
KO
$374B
$35.7K 0.01%
607
-80
-12% -$4.54K
MS icon
268
Morgan Stanley
MS
$338B
$35.3K 0.01%
380
– –
MQ icon
269
Marqeta
MQ
$1.62B
$34.2K 0.01%
1,358
-20
-1% -$479
GD icon
270
General Dynamics
GD
$107B
$33.8K 0.01%
130
– –
FTLS icon
271
First Trust Long/Short Equity ETF
FTLS
$2.49B
$33.8K 0.01%
600
– –
IGSB icon
272
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$33.6K 0.01%
655
– –
AVGO icon
273
Broadcom
AVGO
$2.01T
$33.5K 0.01%
300
– –
VCSH icon
274
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$32.1K 0.01%
415
– –
IBDT icon
275
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$31.9K 0.01%
1,270
– –
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 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.