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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QTEC icon
301
First Trust NASDAQ-100 Technology Index Fund
QTEC
$4.75B
$49K ﹤0.01%
260
– –
TTD icon
302
Trade Desk
TTD
$6.29B
$47K ﹤0.01%
+400
New +$49.5K
BUG icon
303
Global X Cybersecurity ETF
BUG
$1.51B
$44.9K ﹤0.01%
1,400
– –
AXON
304
Axon Enterprise
AXON
$48.4B
$44.6K ﹤0.01%
+75
New +$40.8K
MELI icon
305
Mercado Libre
MELI
$92.5B
$42.5K ﹤0.01%
+25
New +$48.7K
EPAM icon
306
EPAM Systems
EPAM
$5.02B
$42.1K ﹤0.01%
180
– –
MOAT icon
307
VanEck Morningstar Wide Moat ETF
MOAT
$12.4B
$41.7K ﹤0.01%
450
– –
TIP icon
308
iShares TIPS Bond ETF
TIP
$14.7B
$39.4K ﹤0.01%
370
– –
BSCT icon
309
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.93B
$38.4K ﹤0.01%
2,100
– –
WEX icon
310
WEX
WEX
$6.35B
$37.5K ﹤0.01%
214
-16
-7% -$3K
AMT icon
311
American Tower
AMT
$78.8B
$36.5K ﹤0.01%
199
-133
-40% -$27.6K
EIS icon
312
iShares MSCI Israel ETF
EIS
$888M
$36.2K ﹤0.01%
470
-50
-10% -$3.57K
XLU icon
313
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
$35.9K ﹤0.01%
952
– –
BLK icon
314
Blackrock
BLK
$175B
$34.9K ﹤0.01%
34
-93
-73% -$94.4K
URTH icon
315
iShares MSCI World ETF
URTH
$8.34B
$33.4K ﹤0.01%
215
– –
DGRO icon
316
iShares Core Dividend Growth ETF
DGRO
$43.7B
$33.1K ﹤0.01%
+540
New +$34.1K
SHY icon
317
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$32.8K ﹤0.01%
400
– –
SYF icon
318
Synchrony
SYF
$25.4B
$31.2K ﹤0.01%
480
+253
+111% +$15.5K
IXJ icon
319
iShares Global Healthcare ETF
IXJ
$4.24B
$29.7K ﹤0.01%
346
– –
EW icon
320
Edwards Lifesciences
EW
$53B
$29.6K ﹤0.01%
400
– –
QLTA icon
321
iShares AAA-A Rated Corporate Bond ETF
QLTA
$1.21B
$29.1K ﹤0.01%
627
– –
RSP icon
322
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$28.9K ﹤0.01%
165
– –
SKYY icon
323
First Trust Cloud Computing ETF
SKYY
$3.22B
$28.6K ﹤0.01%
240
-470
-66% -$54.1K
LMBS icon
324
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$27.7K ﹤0.01%
573
– –
FLTR icon
325
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.6K ﹤0.01%
1,086
– –
11 12
13
14 15

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SYBT
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EWA
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KIM
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YCM
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SC
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HCM
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BIG
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DCM
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Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.