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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEM icon
301
iShares MSCI Emerging Markets ETF
EEM
$29.8B
$12K ﹤0.01%
316
-39,789
-99% -$1.58M
VGK icon
302
Vanguard FTSE Europe ETF
VGK
$31B
$11.6K ﹤0.01%
200
– –
WDC icon
303
Western Digital
WDC
$151B
$11.4K ﹤0.01%
331
+199
+151% +$6.28K
GRID
304
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$11.3K ﹤0.01%
120
– –
KBE icon
305
State Street SPDR S&P Bank ETF
KBE
$1.71B
$11.1K ﹤0.01%
300
– –
IXJ icon
306
iShares Global Healthcare ETF
IXJ
$4.24B
$11K ﹤0.01%
134
– –
GDOT icon
307
Green Dot
GDOT
$752M
$11K ﹤0.01%
770
-37
-5% -$610
IXC icon
308
iShares Global Energy ETF
IXC
$2.72B
$10.5K ﹤0.01%
255
+200
+364% +$7.93K
NDAQ icon
309
Nasdaq
NDAQ
$53.4B
$10.3K ﹤0.01%
213
– –
SYTAW
310
DELISTED
Siyata Mobile Warrant
SYTAW
$10.1K ﹤0.01%
2,017
-199,788
-99% -$11.8K
IXN icon
311
iShares Global Tech ETF
IXN
$9.17B
$9.72K ﹤0.01%
168
– –
PPH icon
312
VanEck Pharmaceutical ETF
PPH
$1B
$9.58K ﹤0.01%
120
– –
IEF icon
313
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.16K ﹤0.01%
100
– –
AMAT icon
314
Applied Materials
AMAT
$415B
$8.31K ﹤0.01%
60
– –
VT icon
315
Vanguard Total World Stock ETF
VT
$81.2B
$7.45K ﹤0.01%
80
– –
XBI icon
316
State Street SPDR S&P Biotech ETF
XBI
$10.4B
$7.3K ﹤0.01%
100
-75
-43% -$5.99K
VRTX icon
317
Vertex Pharmaceuticals
VRTX
$133B
$6.96K ﹤0.01%
20
-20
-50% -$7K
ORCL icon
318
Oracle
ORCL
$435B
$6.36K ﹤0.01%
60
– –
PLUR icon
319
Pluri
PLUR
$19.9M
$6.12K ﹤0.01%
1,275
– –
ICL icon
320
ICL Group
ICL
$6.89B
$6.08K ﹤0.01%
+1,100
New +$6.63K
AZRE
321
DELISTED
Azure Power Global Limited
AZRE
$6.03K ﹤0.01%
+9,000
New +$16K
HEAL
322
Global X Funds Global X HealthTech ETF
HEAL
$30.7M
$5.97K ﹤0.01%
217
– –
MDT icon
323
Medtronic
MDT
$114B
$5.88K ﹤0.01%
+75
New +$6.28K
OHI icon
324
Omega Healthcare
OHI
$14.4B
$5.64K ﹤0.01%
170
– –
ZBH icon
325
Zimmer Biomet
ZBH
$18.7B
$5.61K ﹤0.01%
50
– –
11 12
13
14 15

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SYBT
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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.