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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
IAK icon
276
iShares US Insurance ETF
IAK
$542M
$86.8K 0.01%
630
– –
APO icon
277
Apollo Global Management
APO
$76B
$84.8K 0.01%
619
+78
+14% +$12K
TRV icon
278
Travelers Companies
TRV
$78.3B
$84.4K 0.01%
319
+39
+14% +$9.72K
GE icon
279
GE Aerospace
GE
$380B
$83.4K 0.01%
414
+25
+6% +$4.92K
VST icon
280
Vistra
VST
$48.2B
$81K 0.01%
+690
New +$103K
CEG icon
281
Constellation Energy
CEG
$95.8B
$79.7K 0.01%
516
+184
+55% +$49.3K
IHF icon
282
iShares US Healthcare Providers ETF
IHF
$1.27B
$78.7K 0.01%
1,490
– –
ACGL icon
283
Arch Capital
ACGL
$33.5B
$78.4K 0.01%
815
+348
+75% +$32.1K
AIG icon
284
American International
AIG
$40.7B
$77.5K 0.01%
892
+107
+14% +$8.32K
DFS
285
DELISTED
Discover Financial Services
DFS
$76.5K 0.01%
448
+43
+11% +$7.87K
FBYDW icon
286
Falcon's Beyond Global Warrants
FBYDW
$10.9M
$75K 0.01%
75,000
– –
VIS icon
287
Vanguard Industrials ETF
VIS
$8.44B
$74.3K 0.01%
300
– –
VOOV icon
288
Vanguard S&P 500 Value ETF
VOOV
$6.76B
$71.5K 0.01%
388
– –
LULU icon
289
lululemon athletica
LULU
$14.5B
$67.4K 0.01%
238
– –
MET icon
290
MetLife
MET
$61.7B
$65.7K 0.01%
818
+100
+14% +$8.32K
WMS icon
291
Advanced Drainage Systems
WMS
$10.7B
$65.2K 0.01%
600
– –
FND icon
292
Floor & Decor
FND
$6.3B
$64.4K 0.01%
800
– –
IAGG icon
293
iShares Core International Aggregate Bond Fund
IAGG
$11.4B
$64K 0.01%
+1,280
New +$64K
IGIB icon
294
iShares 5-10 Year Investment Grade Corporate Bond ETF
IGIB
$18.5B
$63K 0.01%
+1,200
New +$62.3K
ANET icon
295
Arista Networks
ANET
$242B
$62K 0.01%
800
– –
DIS icon
296
Walt Disney
DIS
$178B
$58.5K 0.01%
548
-337
-38% -$36.2K
EIS icon
297
iShares MSCI Israel ETF
EIS
$888M
$57.3K 0.01%
770
+300
+64% +$23.8K
IJK icon
298
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.1B
$56.6K 0.01%
680
– –
MTUM icon
299
iShares MSCI USA Momentum Factor ETF
MTUM
$25.4B
$54.7K ﹤0.01%
273
– –
UNP icon
300
Union Pacific
UNP
$174B
$54.6K ﹤0.01%
+233
New +$56.1K
10 11
12
13 14

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DCM
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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.