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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GRID
301
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$13.8K ﹤0.01%
120
– –
NDAQ icon
302
Nasdaq
NDAQ
$53.4B
$13.4K ﹤0.01%
213
– –
RUN icon
303
Sunrun
RUN
$2.38B
$13.2K ﹤0.01%
1,000
-1,100
-52% -$15.1K
KXI icon
304
iShares Global Consumer Staples ETF
KXI
$1.06B
$12.9K ﹤0.01%
211
– –
IXN icon
305
iShares Global Tech ETF
IXN
$9.17B
$12.6K ﹤0.01%
168
– –
AMAT icon
306
Applied Materials
AMAT
$415B
$12.4K ﹤0.01%
60
– –
GDOT icon
307
Green Dot
GDOT
$752M
$12.2K ﹤0.01%
1,304
+105
+9% +$925
DFS
308
DELISTED
Discover Financial Services
DFS
$11.8K ﹤0.01%
90
– –
AZRE
309
DELISTED
Azure Power Global Limited
AZRE
$11.7K ﹤0.01%
9,000
– –
BP icon
310
BP
BP
$110B
$11K ﹤0.01%
293
– –
XLG icon
311
Invesco S&P 500 Top 50 ETF
XLG
$11B
$10.9K ﹤0.01%
260
– –
SYTAW
312
DELISTED
Siyata Mobile Warrant
SYTAW
$10.1K ﹤0.01%
201,805
– –
IEF icon
313
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.47K ﹤0.01%
100
-120
-55% -$11.4K
VRTX icon
314
Vertex Pharmaceuticals
VRTX
$133B
$8.36K ﹤0.01%
20
– –
PLUR icon
315
Pluri
PLUR
$19.9M
$8.22K ﹤0.01%
1,275
– –
TAN icon
316
Invesco Solar ETF
TAN
$1.36B
$7.94K ﹤0.01%
175
-600
-77% -$26.8K
MMM icon
317
3M
MMM
$93.9B
$6.89K ﹤0.01%
78
-229
-75% -$19K
ZBH icon
318
Zimmer Biomet
ZBH
$18.7B
$6.6K ﹤0.01%
50
– –
MDT icon
319
Medtronic
MDT
$114B
$6.54K ﹤0.01%
75
– –
HEAL
320
Global X Funds Global X HealthTech ETF
HEAL
$30.7M
$6.18K ﹤0.01%
217
– –
EWJ icon
321
iShares MSCI Japan ETF
EWJ
$22.6B
$6.07K ﹤0.01%
+85
New +$5.76K
ONTO icon
322
Onto Innovation
ONTO
$14.5B
$5.43K ﹤0.01%
30
– –
OHI icon
323
Omega Healthcare
OHI
$14.4B
$5.38K ﹤0.01%
170
– –
QUAL icon
324
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$5.21K ﹤0.01%
32
– –
PPA icon
325
Invesco Aerospace & Defense ETF
PPA
$8.72B
$5.08K ﹤0.01%
50
– –
11 12
13
14 15

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KIM
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YCM
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SC
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DCM
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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.