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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
EVTC icon
276
Evertec
EVTC
$1.77B
$25.4K ﹤0.01%
672
-197
-23% -$7.67K
FNGS icon
277
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$606M
$24.9K ﹤0.01%
780
– –
AVGO icon
278
Broadcom
AVGO
$2.01T
$24.9K ﹤0.01%
300
-290
-49% -$25.1K
BEPC icon
279
Brookfield Renewable
BEPC
$6.17B
$23.9K ﹤0.01%
1,000
– –
XHE icon
280
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$23.9K ﹤0.01%
307
– –
RSP icon
281
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$23.4K ﹤0.01%
165
– –
ABT icon
282
Abbott
ABT
$188B
$22.9K ﹤0.01%
236
-70
-23% -$7.35K
PAYO icon
283
Payoneer
PAYO
$2.4B
$22.4K ﹤0.01%
3,732
-1,072
-22% -$6.04K
WBA
284
DELISTED
Walgreens Boots Alliance
WBA
$22.2K ﹤0.01%
1,000
– –
BUG icon
285
Global X Cybersecurity ETF
BUG
$1.51B
$21.7K ﹤0.01%
900
– –
BSV icon
286
Vanguard Short-Term Bond ETF
BSV
$45.6B
$21.6K ﹤0.01%
+288
New +$21.7K
VIG icon
287
Vanguard Dividend Appreciation ETF
VIG
$114B
$21.1K ﹤0.01%
136
– –
VTV icon
288
Vanguard Morningstar Value ETF
VTV
$192B
$20.8K ﹤0.01%
151
– –
PAY icon
289
Paymentus
PAY
$4.91B
$20.1K ﹤0.01%
1,283
-365
-22% -$4.85K
ELLO icon
290
Ellomay Capital Ltd
ELLO
$276M
$18.1K ﹤0.01%
+1,166
New +$18.2K
BFH icon
291
Bread Financial
BFH
$4.38B
$18K ﹤0.01%
522
-147
-22% -$5.39K
INTC icon
292
Intel
INTC
$492B
$17.8K ﹤0.01%
500
– –
DVY icon
293
iShares Select Dividend ETF
DVY
$23.6B
$17.8K ﹤0.01%
165
– –
XLU icon
294
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$17.6K ﹤0.01%
602
– –
HACK icon
295
Amplify Cybersecurity ETF
HACK
$3.01B
$16.3K ﹤0.01%
316
– –
FDN icon
296
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$16K ﹤0.01%
+100
New +$16.6K
MUB icon
297
iShares National Muni Bond ETF
MUB
$45.8B
$14.9K ﹤0.01%
145
– –
LCAHW
298
DELISTED
Landcadia Holdings IV, Inc. Warrant
LCAHW
$12.3K ﹤0.01%
87,500
– –
BNRG icon
299
Brenmiller Energy
BNRG
$1.02M
$12.2K ﹤0.01%
+10
New +$14K
KXI icon
300
iShares Global Consumer Staples ETF
KXI
$1.06B
$12K ﹤0.01%
211
– –
10 11
12
13 14

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SYBT
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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
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SC
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HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
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.