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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
+5.57%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$980M
AUM Growth
+$416M
Cap. Flow
+$423M
Cap. Flow %
43.1%
Top 10 Hldgs %
47.26%
Holding
471
New
139
Increased
104
Reduced
101
Closed
14

Top Buys

Rank Stock Value
1
ESLT icon
Elbit Systems
ESLT
+$78.5M
2
ICL icon
ICL Group
ICL
+$68.9M
3
NVMI
Nova
NVMI
+$55.2M
4
CAMT icon
Camtek
CAMT
+$52.6M
5
ENLT icon
Enlight Renewable Energy
ENLT
+$33.2M

Top Sells

Rank Stock Value
1
SEDG icon
SolarEdge
SEDG
+$9.05M
2
PANW icon
Palo Alto Networks
PANW
+$2.97M
3
NVDA icon
NVIDIA
NVDA
+$2.74M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.6M
5
META icon
Meta Platforms (Facebook)
META
+$2.52M

Sector Composition

Rank Sector Weight
1 Technology 45.99%
2 Industrials 9.43%
3 Utilities 7.37%
4 Materials 6.49%
5 Financials 5.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAGS icon
301
PagSeguro Digital
PAGS
$2.55B
$46.6K ﹤0.01%
3,983
+1,800
+82% +$22.1K
FOUR icon
302
Shift4
FOUR
$3.26B
$44.1K ﹤0.01%
601
+56
+10% +$3.71K
KBWB icon
303
Invesco KBW Bank ETF
KBWB
$6.73B
$43.3K ﹤0.01%
810
– –
EIS icon
304
iShares MSCI Israel ETF
EIS
$903M
$40.7K ﹤0.01%
670
-300
-31% -$18.2K
ABT icon
305
Abbott
ABT
$187B
$40.1K ﹤0.01%
386
– –
CSTE icon
306
Caesarstone
CSTE
$79.5M
$40K ﹤0.01%
8,000
-2,438
-23% -$13.8K
TIP icon
307
iShares TIPS Bond ETF
TIP
$14.7B
$39.5K ﹤0.01%
370
– –
AGR
308
DELISTED
Avangrid, Inc.
AGR
$39.1K ﹤0.01%
1,100
-100
-8% -$3.61K
WILC icon
309
G. Willi-Food International
WILC
$403M
$39K ﹤0.01%
+4,237
New +$39.8K
MOAT icon
310
VanEck Morningstar Wide Moat ETF
MOAT
$12.3B
$39K ﹤0.01%
450
– –
FNGS icon
311
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$606M
$38.3K ﹤0.01%
780
– –
WCLD
312
WisdomTree Cloud Computing Fund
WCLD
$297M
$37.9K ﹤0.01%
1,200
– –
NTR icon
313
Nutrien
NTR
$30.7B
$37.9K ﹤0.01%
746
-610
-45% -$33.4K
GD icon
314
General Dynamics
GD
$106B
$37.7K ﹤0.01%
130
– –
FTLS icon
315
First Trust Long/Short Equity ETF
FTLS
$2.49B
$37.6K ﹤0.01%
600
– –
COP icon
316
ConocoPhillips
COP
$141B
$34.7K ﹤0.01%
+303
New +$36.8K
EPAM icon
317
EPAM Systems
EPAM
$5.03B
$33.9K ﹤0.01%
180
– –
RH icon
318
RH
RH
$3.71B
$33K ﹤0.01%
135
– –
PNC icon
319
PNC Financial Services
PNC
$101B
$32.8K ﹤0.01%
+211
New +$32.7K
SHY icon
320
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$32.7K ﹤0.01%
400
-1,000
-71% -$81.4K
EEFT icon
321
Euronet Worldwide
EEFT
$2.7B
$32.6K ﹤0.01%
315
+12
+4% +$1.31K
XLU icon
322
State Street Utilities Select Sector SPDR ETF
XLU
$22.7B
$32.3K ﹤0.01%
952
– –
DFS
323
DELISTED
Discover Financial Services
DFS
$29.2K ﹤0.01%
223
+133
+148% +$16.6K
QLTA icon
324
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.22B
$29.1K ﹤0.01%
627
– –
SHEL icon
325
Shell
SHEL
$245B
$28.9K ﹤0.01%
400
– –
11 12
13
14 15

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KIM
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YCM
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BIG
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DCM
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Y.D. More Investments's Q2 2024 Portfolio in Review

As of Q2 2024, Y.D. More Investments held 471 positions worth $980M, up 74% from $564M the previous quarter. Its ten largest holdings account for 47% of the portfolio.

Y.D. More Investments deployed $423M of net new capital in Q2 2024, opening 139 new positions and adding to 104 existing holdings. Its largest new stake was Nayax: 683,115 shares worth $14.8M.

By sector, the portfolio is most concentrated in Technology at 46% of assets, down from 47% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was SolarEdge, an estimated $9.05M trimmed.

  • Y.D. More Investments's largest Q2 2024 buy was Nayax: 683,115 shares worth $14.8M.
  • Y.D. More Investments added most to Elbit Systems in Q2 2024, an estimated $78.5M increase.
  • Y.D. More Investments's biggest Q2 2024 reduction was SolarEdge, cutting an estimated $9.05M.
  • Y.D. More Investments fully exited Empire State Realty Trust in Q2 2024, selling an estimated $362K.
  • Y.D. More Investments's ten largest holdings make up 47% of its $980M portfolio in Q2 2024.
  • Y.D. More Investments opened 139 new positions and closed 14 in Q2 2024.
  • Y.D. More Investments's portfolio value rose 74% quarter-over-quarter to $980M.

Based on Y.D. More Investments's 13F filing for Q2 2024, filed 8 Aug 2024.