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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
SHEL icon
276
Shell
SHEL
$249B
$26.8K ﹤0.01%
400
-400
-50% -$25.6K
BUG icon
277
Global X Cybersecurity ETF
BUG
$1.51B
$26.5K ﹤0.01%
900
– –
MQ icon
278
Marqeta
MQ
$1.62B
$25.4K ﹤0.01%
1,067
-291
-21% -$7.2K
PAY icon
279
Paymentus
PAY
$4.91B
$25.4K ﹤0.01%
1,115
-140
-11% -$2.52K
VIG icon
280
Vanguard Dividend Appreciation ETF
VIG
$114B
$24.8K ﹤0.01%
136
– –
INTC icon
281
Intel
INTC
$492B
$22.1K ﹤0.01%
500
– –
BSV icon
282
Vanguard Short-Term Bond ETF
BSV
$45.6B
$22.1K ﹤0.01%
288
– –
EVTC icon
283
Evertec
EVTC
$1.77B
$21.3K ﹤0.01%
535
-125
-19% -$4.93K
ARM icon
284
Arm
ARM
$286B
$21.1K ﹤0.01%
169
– –
FLYW icon
285
Flywire
FLYW
$2.11B
$21K ﹤0.01%
846
-427
-34% -$9.97K
IXC icon
286
iShares Global Energy ETF
IXC
$2.72B
$20.9K ﹤0.01%
488
+233
+91% +$9.23K
FDN icon
287
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$20.5K ﹤0.01%
100
– –
DVY icon
288
iShares Select Dividend ETF
DVY
$23.6B
$20.3K ﹤0.01%
165
– –
HACK icon
289
Amplify Cybersecurity ETF
HACK
$3.01B
$20.3K ﹤0.01%
316
– –
PEJ icon
290
Invesco Leisure and Entertainment ETF
PEJ
$306M
$20K ﹤0.01%
437
-1,450
-77% -$62.4K
WFC icon
291
Wells Fargo
WFC
$265B
$19.6K ﹤0.01%
339
– –
VWO icon
292
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$19.3K ﹤0.01%
463
+203
+78% +$8.28K
CMCSA icon
293
Comcast
CMCSA
$89.4B
$18.5K ﹤0.01%
426
– –
SPHD icon
294
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$18.4K ﹤0.01%
415
– –
ELLO icon
295
Ellomay Capital Ltd
ELLO
$276M
$18.3K ﹤0.01%
1,166
– –
IXJ icon
296
iShares Global Healthcare ETF
IXJ
$4.24B
$18.2K ﹤0.01%
196
+62
+46% +$5.61K
MUB icon
297
iShares National Muni Bond ETF
MUB
$45.8B
$15.6K ﹤0.01%
145
– –
LI icon
298
Li Auto
LI
$12.6B
$15.1K ﹤0.01%
500
-500
-50% -$16.5K
SCHG icon
299
Schwab US Large-Cap Growth ETF
SCHG
$63B
$15K ﹤0.01%
652
– –
KBE icon
300
State Street SPDR S&P Bank ETF
KBE
$1.71B
$14.1K ﹤0.01%
300
– –
10 11
12
13 14

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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.