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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OMC icon
276
Omnicom Group
OMC
$23.1B
$79.4K 0.01%
923
+63
+7% +$6.25K
VIS icon
277
Vanguard Industrials ETF
VIS
$8.45B
$76.3K 0.01%
300
-310
-51% -$82.5K
VOOV icon
278
Vanguard S&P 500 Value ETF
VOOV
$6.75B
$71.6K 0.01%
388
– –
IHF icon
279
iShares US Healthcare Providers ETF
IHF
$1.27B
$71.5K 0.01%
1,490
– –
DFS
280
DELISTED
Discover Financial Services
DFS
$70.2K 0.01%
405
+175
+76% +$28.7K
WMS icon
281
Advanced Drainage Systems
WMS
$10.7B
$69.4K 0.01%
600
– –
FBYDW icon
282
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$68.3K 0.01%
75,000
– –
TRV icon
283
Travelers Companies
TRV
$78.3B
$67.4K 0.01%
280
+153
+120% +$38.2K
GE icon
284
GE Aerospace
GE
$379B
$64.9K 0.01%
389
+234
+151% +$41.8K
IJK icon
285
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$61.8K 0.01%
680
-120
-15% -$11.3K
IGM icon
286
iShares Expanded Tech Sector ETF
IGM
$10.8B
$61.3K 0.01%
600
– –
VTV icon
287
Vanguard Morningstar Value ETF
VTV
$192B
$60.7K 0.01%
359
– –
DAL icon
288
Delta Air Lines
DAL
$59.1B
$60.5K 0.01%
1,000
– –
MET icon
289
MetLife
MET
$61.7B
$58.8K 0.01%
718
+376
+110% +$31.3K
AIG icon
290
American International
AIG
$40.5B
$57.1K 0.01%
785
+409
+109% +$30.8K
BSV icon
291
Vanguard Short-Term Bond ETF
BSV
$45.6B
$56.4K 0.01%
730
– –
MTUM icon
292
iShares MSCI USA Momentum Factor ETF
MTUM
$25.5B
$56.2K 0.01%
273
– –
COP icon
293
ConocoPhillips
COP
$148B
$56K 0.01%
565
+399
+240% +$42.4K
HLMN icon
294
Hillman Solutions
HLMN
$1.76B
$53.5K ﹤0.01%
5,489
– –
KBWB icon
295
Invesco KBW Bank ETF
KBWB
$6.73B
$52.9K ﹤0.01%
810
– –
SEDG icon
296
SolarEdge
SEDG
$2.03B
$52.5K ﹤0.01%
3,870
+2,770
+252% +$42.6K
IBB icon
297
iShares Biotechnology ETF
IBB
$9.81B
$50.9K ﹤0.01%
385
-194
-34% -$27.3K
FOUR icon
298
Shift4
FOUR
$3.4B
$50.3K ﹤0.01%
485
-10
-2% -$993
WILC icon
299
G. Willi-Food International
WILC
$390M
$50.3K ﹤0.01%
3,005
-643
-18% -$8.61K
CEG icon
300
Constellation Energy
CEG
$96.6B
$49.3K ﹤0.01%
332
+243
+273% +$60.6K
10 11
12
13 14

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KIM
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YCM
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SC
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BIG
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DCM
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Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.