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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PPH icon
301
VanEck Pharmaceutical ETF
PPH
$1B
$9.32K ﹤0.01%
120
– –
IXN icon
302
iShares Global Tech ETF
IXN
$9.17B
$9.13K ﹤0.01%
168
– –
PAYO icon
303
Payoneer
PAYO
$2.4B
$8.89K ﹤0.01%
5,119
-2,069
-29% -$12.3K
EVTC icon
304
Evertec
EVTC
$1.77B
$8.87K ﹤0.01%
950
-388
-29% -$13.6K
HEAL
305
Global X Funds Global X HealthTech ETF
HEAL
$30.7M
$7.62K ﹤0.01%
217
– –
GLOP
306
DELISTED
GASLOG PARTNERS LP
GLOP
$7.5K ﹤0.01%
300
– –
CGW icon
307
Invesco S&P Global Water Index ETF
CGW
$1.07B
$7.48K ﹤0.01%
150
– –
LQD icon
308
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.6B
$7.13K ﹤0.01%
65
– –
WM icon
309
Waste Management
WM
$90.6B
$7.12K ﹤0.01%
44
– –
ZBH icon
310
Zimmer Biomet
ZBH
$18.7B
$6.46K ﹤0.01%
50
– –
LGIH icon
311
LGI Homes
LGIH
$1.32B
$6.33K ﹤0.01%
+56
New +$6.08K
BFH icon
312
Bread Financial
BFH
$4.38B
$6.11K ﹤0.01%
729
-294
-29% -$11K
LEN.B icon
313
Lennar Class B
LEN.B
$20.2B
$5.72K ﹤0.01%
67
– –
UAA icon
314
Under Armour
UAA
$2.5B
$5.64K ﹤0.01%
+2,150
New +$22.3K
ORCL icon
315
Oracle
ORCL
$435B
$5.58K ﹤0.01%
60
-1,552
-96% -$136K
ONTO icon
316
Onto Innovation
ONTO
$14.5B
$5.45K ﹤0.01%
62
– –
MCK icon
317
McKesson
MCK
$103B
$5.34K ﹤0.01%
15
-35
-70% -$12.6K
IFN
318
Aberdeen India Fund
IFN
$504M
$5.29K ﹤0.01%
350
-1,344
-79% -$20.8K
DE icon
319
Deere & Co
DE
$164B
$4.91K ﹤0.01%
+12
New +$4.97K
OHI icon
320
Omega Healthcare
OHI
$14.4B
$4.66K ﹤0.01%
170
– –
WFC icon
321
Wells Fargo
WFC
$265B
$4.52K ﹤0.01%
122
-3,378
-97% -$147K
PAY icon
322
Paymentus
PAY
$4.91B
$4.43K ﹤0.01%
1,806
-718
-28% -$6.06K
GM icon
323
General Motors
GM
$77.2B
$4.4K ﹤0.01%
120
– –
MGI
324
DELISTED
MoneyGram International, Inc. New
MGI
$4.29K ﹤0.01%
+1,490
New +$16.1K
GDOT icon
325
Green Dot
GDOT
$752M
$4.06K ﹤0.01%
854
-278
-25% -$4.86K
11 12
13
14 15

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KIM
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DCM
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Y.D. More Investments's Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.