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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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
94.69%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ituran Location and Control
ITRN
|
+$23.6M |
| 2 |
Microsoft
MSFT
|
+$23.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
InMode
INMD
|
+$15.7M |
| 5 |
TSMC
TSM
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.66% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
SCWX
301
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
| $24.4K | 0.01% |
+14,541
| New | +$103K |
|
302
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
| $23.4K | 0.01% |
+165
| New | +$23.1K |
|
303
Abbott
ABT
$188B
| $22.1K | 0.01% |
+200
| New | +$20.7K |
|
304
Vanguard Russell 2000 ETF
VTWO
$17.3B
| $22K | 0.01% |
+312
| New | +$22.4K |
|
305
Snowflake
SNOW
$116B
| $21.2K | 0.01% |
+525
| New | +$80.1K |
|
|
GRID
306
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
| $21.1K | 0.01% |
+240
| New | +$20.6K |
|
307
Levi Strauss
LEVI
$9.09B
| $21.1K | 0.01% |
+1,365
| New | +$21.2K |
|
308
Amplify Cybersecurity ETF
HACK
$3.01B
| $20.5K | 0.01% |
+466
| New | +$20.9K |
|
309
Freeport-McMoran
FCX
$98.7B
| $20.2K | ﹤0.01% |
+530
| New | +$18.5K |
|
310
Accenture
ACN
$109B
| $20.1K | ﹤0.01% |
+75
| New | +$20.7K |
|
311
AutoZone
AZO
$50.1B
| $19.7K | ﹤0.01% |
+8
| New | +$19.3K |
|
312
Applovin
APP
$113B
| $18.9K | ﹤0.01% |
+1,810
| New | +$26.5K |
|
313
McKesson
MCK
$103B
| $18.8K | ﹤0.01% |
+50
| New | +$18.6K |
|
314
State Street Communication Services Select Sector SPDR ETF
XLC
$22.6B
| $18.5K | ﹤0.01% |
+388
| New | +$19K |
|
315
Global X Cybersecurity ETF
BUG
$1.51B
| $18.5K | ﹤0.01% |
+900
| New | +$20.7K |
|
316
Diageo
DEO
$54B
| $17.9K | ﹤0.01% |
+100
| New | +$17.5K |
|
317
Ellomay Capital Ltd
ELLO
$276M
| $17.5K | ﹤0.01% |
+1,166
| New | +$19.9K |
|
318
iShares US Financial Services ETF
IYG
$2.21B
| $17.2K | ﹤0.01% |
+330
| New | +$17.3K |
|
319
Goldman Sachs
GS
$301B
| $16.8K | ﹤0.01% |
+49
| New | +$17.1K |
|
320
Affirm
AFRM
$25.3B
| $16.3K | ﹤0.01% |
+5,955
| New | +$89.7K |
|
321
Lumen
LUMN
$6.85B
| $15.9K | ﹤0.01% |
+3,000
| New | +$18.4K |
|
322
Morgan Stanley
MS
$338B
| $15.8K | ﹤0.01% |
+187
| New | +$15.9K |
|
323
iShares National Muni Bond ETF
MUB
$45.8B
| $15.3K | ﹤0.01% |
+145
| New | +$15.1K |
|
324
Netflix
NFLX
$318B
| $15.1K | ﹤0.01% |
+520
| New | +$14.6K |
|
325
ACI Worldwide
ACIW
$5.34B
| $15.1K | ﹤0.01% |
+2,306
| New | +$49.7K |
|
Similar funds
SYBT
EWA
KIM
YCM
SC
HCM
BIG
DCM
Y.D. More Investments's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
- Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
- Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.
Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.