We are live on ! Find out more
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
+11.27%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$52.8K
Cap. Flow
-$37.2M
Cap. Flow %
-7.15%
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
101
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.35M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.06M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M
4
VEEV icon
Veeva Systems
VEEV
+$2.6M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.04M

Top Sells

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$24.2M
2
AMGN icon
Amgen
AMGN
+$12.7M
3
SNY icon
Sanofi
SNY
+$12.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.19M
5
INMD icon
InMode
INMD
+$2.21M

Sector Composition

Rank Sector Weight
1 Technology 42.15%
2 Healthcare 11.26%
3 Financials 9.62%
4 Communication Services 6.49%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FDN icon
301
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$18.7K ﹤0.01%
100
– –
SPHD icon
302
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$17.6K ﹤0.01%
415
+295
+246% +$11.7K
ELLO icon
303
Ellomay Capital Ltd
ELLO
$276M
$17.4K ﹤0.01%
1,166
– –
WFC icon
304
Wells Fargo
WFC
$265B
$16.7K ﹤0.01%
+339
New +$14.6K
MUB icon
305
iShares National Muni Bond ETF
MUB
$45.8B
$15.7K ﹤0.01%
145
– –
KBE icon
306
State Street SPDR S&P Bank ETF
KBE
$1.71B
$13.8K ﹤0.01%
300
– –
SCHG icon
307
Schwab US Large-Cap Growth ETF
SCHG
$63B
$13.4K ﹤0.01%
+652
New +$12.6K
WDC icon
308
Western Digital
WDC
$151B
$13.1K ﹤0.01%
331
– –
VGK icon
309
Vanguard FTSE Europe ETF
VGK
$31B
$12.9K ﹤0.01%
200
– –
ARM icon
310
Arm
ARM
$286B
$12.7K ﹤0.01%
+169
New +$9.88K
GRID
311
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$12.6K ﹤0.01%
120
– –
KXI icon
312
iShares Global Consumer Staples ETF
KXI
$1.06B
$12.5K ﹤0.01%
211
– –
NDAQ icon
313
Nasdaq
NDAQ
$53.4B
$12.4K ﹤0.01%
213
– –
IXJ icon
314
iShares Global Healthcare ETF
IXJ
$4.24B
$11.6K ﹤0.01%
134
– –
IXN icon
315
iShares Global Tech ETF
IXN
$9.17B
$11.5K ﹤0.01%
168
– –
AZRE
316
DELISTED
Azure Power Global Limited
AZRE
$11.3K ﹤0.01%
9,000
– –
GDOT icon
317
Green Dot
GDOT
$752M
$11K ﹤0.01%
1,199
+429
+56% +$4.47K
ORCL icon
318
Oracle
ORCL
$435B
$10.6K ﹤0.01%
101
+41
+68% +$4.47K
VWO icon
319
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$10.6K ﹤0.01%
260
+170
+189% +$6.74K
BNRG icon
320
Brenmiller Energy
BNRG
$1.02M
$10.4K ﹤0.01%
10
– –
BP icon
321
BP
BP
$110B
$10.4K ﹤0.01%
+293
New +$10.7K
SYTAW
322
DELISTED
Siyata Mobile Warrant
SYTAW
$10.1K ﹤0.01%
201,805
+199,788
+9,905% +$12.9K
DFS
323
DELISTED
Discover Financial Services
DFS
$10.1K ﹤0.01%
90
-2,597
-97% -$240K
IXC icon
324
iShares Global Energy ETF
IXC
$2.72B
$9.95K ﹤0.01%
255
– –
AMAT icon
325
Applied Materials
AMAT
$415B
$9.72K ﹤0.01%
60
– –
11 12
13
14 15

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
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 Q4 2023 Portfolio in Review

As of Q4 2023, Y.D. More Investments held 366 positions worth $520M, up 0.01% from $520M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Y.D. More Investments withdrew a net $37.2M in Q4 2023, closing 17 positions and reducing 101 holdings. Its most notable exit was Amgen, an estimated $12.7M position sold in full.

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

Against the trend, Y.D. More Investments opened a new position in Veeva Systems worth $2.65M.

  • Y.D. More Investments's largest Q4 2023 buy was Veeva Systems: 13,789 shares worth $2.65M.
  • Y.D. More Investments added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $4.35M increase.
  • Y.D. More Investments's biggest Q4 2023 reduction was Tower Semiconductor, cutting an estimated $24.2M.
  • Y.D. More Investments fully exited Amgen in Q4 2023, selling an estimated $12.7M.
  • Y.D. More Investments's ten largest holdings make up 41% of its $520M portfolio in Q4 2023.
  • Y.D. More Investments opened 28 new positions and closed 17 in Q4 2023.
  • Y.D. More Investments's portfolio value rose 0.01% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.