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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
WCLD
251
WisdomTree Cloud Computing Fund
WCLD
$305M
$41.8K 0.01%
1,200
– –
MOAT icon
252
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$40.5K 0.01%
450
– –
TIP icon
253
iShares TIPS Bond ETF
TIP
$14.7B
$39.7K 0.01%
370
– –
IYG icon
254
iShares US Financial Services ETF
IYG
$2.21B
$39.4K 0.01%
600
-156
-21% -$9.69K
KO icon
255
Coca-Cola
KO
$374B
$37K 0.01%
607
– –
FTLS icon
256
First Trust Long/Short Equity ETF
FTLS
$2.49B
$37K 0.01%
600
– –
GD icon
257
General Dynamics
GD
$107B
$36.7K 0.01%
130
– –
FOUR icon
258
Shift4
FOUR
$3.41B
$36K 0.01%
545
-298
-35% -$22.4K
MS icon
259
Morgan Stanley
MS
$338B
$35.7K 0.01%
380
– –
ENLT icon
260
Enlight Renewable Energy
ENLT
$11.3B
$34.9K 0.01%
2,060
– –
DLO icon
261
dLocal
DLO
$4.23B
$34.8K 0.01%
2,366
-599
-20% -$10K
WU icon
262
Western Union
WU
$2.19B
$34.4K 0.01%
2,462
-1,280
-34% -$16.5K
FNGS icon
263
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$606M
$33.8K 0.01%
780
– –
EEFT icon
264
Euronet Worldwide
EEFT
$2.65B
$33.3K 0.01%
303
-169
-36% -$17.7K
VCSH icon
265
Vanguard Short-Term Corporate Bond ETF
VCSH
$44.9B
$32.1K 0.01%
415
– –
BSJO
266
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$31.7K 0.01%
1,408
– –
IBDT icon
267
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$31.6K 0.01%
1,270
– –
RELY icon
268
Remitly
RELY
$4.87B
$31.6K 0.01%
1,525
-444
-23% -$8.43K
PAGS icon
269
PagSeguro Digital
PAGS
$2.54B
$31.2K 0.01%
2,183
-1,289
-37% -$17.1K
XLU icon
270
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$31.1K 0.01%
952
+350
+58% +$10.9K
QLTA icon
271
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$29.5K 0.01%
627
– –
RSP icon
272
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$27.9K 0.01%
165
– –
FLTR icon
273
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.7K ﹤0.01%
1,086
– –
LMBS icon
274
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$27.4K ﹤0.01%
573
– –
XHE icon
275
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$26.9K ﹤0.01%
307
– –
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 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.