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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
BSJO
276
DELISTED
Invesco BulletShares 2024 High Yield Corporate Bond ETF
BSJO
$31.6K 0.01%
+1,408
New +$31.8K
XIFR
277
XPLR Infrastructure LP
XIFR
$1.07B
$30.4K 0.01%
1,000
-200
-17% -$5.1K
QLTA icon
278
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$29.8K 0.01%
+627
New +$28.7K
FNGS icon
279
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$606M
$29.4K 0.01%
780
– –
DEO icon
280
Diageo
DEO
$54B
$29.1K 0.01%
200
– –
MMM icon
281
3M
MMM
$93.9B
$28.1K 0.01%
307
-909
-75% -$72.9K
FLYW icon
282
Flywire
FLYW
$2.11B
$27.8K 0.01%
1,273
-4
-0.3% -$101
LMBS icon
283
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$27.4K 0.01%
+573
New +$27.2K
FLTR icon
284
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.3K 0.01%
1,086
– –
STIP icon
285
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
$26.9K 0.01%
+273
New +$26.6K
BUG icon
286
Global X Cybersecurity ETF
BUG
$1.51B
$26.1K 0.01%
900
– –
RSP icon
287
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$26K 0.01%
165
– –
ABT icon
288
Abbott
ABT
$188B
$26K 0.01%
236
– –
EVTC icon
289
Evertec
EVTC
$1.77B
$25.8K 0.01%
660
-12
-2% -$441
XHE icon
290
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$25.7K ﹤0.01%
307
– –
INTC icon
291
Intel
INTC
$492B
$25.1K ﹤0.01%
500
– –
VIG icon
292
Vanguard Dividend Appreciation ETF
VIG
$114B
$23.2K ﹤0.01%
136
– –
PAYO icon
293
Payoneer
PAYO
$2.4B
$22.4K ﹤0.01%
4,369
+637
+17% +$3.51K
BSV icon
294
Vanguard Short-Term Bond ETF
BSV
$45.6B
$22.2K ﹤0.01%
288
– –
PAY icon
295
Paymentus
PAY
$4.91B
$21.2K ﹤0.01%
1,255
-28
-2% -$457
IEF icon
296
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$21.1K ﹤0.01%
220
+120
+120% +$11.1K
DVY icon
297
iShares Select Dividend ETF
DVY
$23.6B
$19.3K ﹤0.01%
165
– –
HACK icon
298
Amplify Cybersecurity ETF
HACK
$3.01B
$19.1K ﹤0.01%
316
– –
XLU icon
299
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$18.9K ﹤0.01%
602
– –
CMCSA icon
300
Comcast
CMCSA
$89.4B
$18.7K ﹤0.01%
+426
New +$18.3K
10 11
12
13 14

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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.