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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
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
276
Omnicom Group
OMC
$23.4B
$74.7K 0.01%
+833
New +$77.3K
GILD icon
277
Gilead Sciences
GILD
$165B
$73.5K 0.01%
+1,072
New +$71.5K
VLUE icon
278
iShares MSCI USA Value Factor ETF
VLUE
$9.47B
$72.4K 0.01%
700
– –
IAK icon
279
iShares US Insurance ETF
IAK
$548M
$71.1K 0.01%
630
– –
SKYY icon
280
First Trust Cloud Computing ETF
SKYY
$3.12B
$70.9K 0.01%
742
+32
+5% +$2.98K
IJK icon
281
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$70.5K 0.01%
800
-40
-5% -$3.54K
ALGN icon
282
Align Technology
ALGN
$12.3B
$67.6K 0.01%
280
– –
POOL icon
283
Pool Corp
POOL
$7.5B
$64.5K 0.01%
210
-418
-67% -$151K
AFRM icon
284
Affirm
AFRM
$25.2B
$64.1K 0.01%
2,121
-366
-15% -$11.7K
VCSH icon
285
Vanguard Short-Term Corporate Bond ETF
VCSH
$45B
$62.2K 0.01%
805
+390
+94% +$30K
VTV icon
286
Vanguard Morningstar Value ETF
VTV
$192B
$57.5K 0.01%
359
– –
STNE icon
287
StoneCo
STNE
$2.58B
$57.5K 0.01%
4,798
+2,275
+90% +$33.5K
IGM icon
288
iShares Expanded Tech Sector ETF
IGM
$10.8B
$56.6K 0.01%
600
– –
SBUX icon
289
Starbucks
SBUX
$120B
$54K 0.01%
697
-6,571
-90% -$535K
SEDG icon
290
SolarEdge
SEDG
$1.95B
$53.7K 0.01%
2,125
-174,056
-99% -$9.05M
PTLO icon
291
Portillo's
PTLO
$321M
$53.5K 0.01%
5,500
-11,000
-67% -$122K
INVZ icon
292
Innoviz Technologies
INVZ
$112M
$52.9K 0.01%
57,000
-694
-1% -$779
MTUM icon
293
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$52.8K 0.01%
273
– –
IEI icon
294
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$52K 0.01%
450
– –
QTEC icon
295
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.76B
$51.3K 0.01%
260
– –
WEX icon
296
WEX
WEX
$6.31B
$50.8K 0.01%
287
+6
+2% +$1.22K
VOOV icon
297
Vanguard S&P 500 Value ETF
VOOV
$6.74B
$50.6K 0.01%
288
– –
HLMN icon
298
Hillman Solutions
HLMN
$1.79B
$48.6K 0.01%
5,489
+3
+0.1% +$28
DAL icon
299
Delta Air Lines
DAL
$60.1B
$47.4K ﹤0.01%
1,000
– –
DAVA icon
300
Endava
DAVA
$156M
$46.8K ﹤0.01%
1,600
-1,500
-48% -$44.5K
10 11
12
13 14

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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.