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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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
94.69%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ituran Location and Control
ITRN
|
+$23.6M |
| 2 |
Microsoft
MSFT
|
+$23.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
InMode
INMD
|
+$15.7M |
| 5 |
TSMC
TSM
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.66% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
Flywire
FLYW
$2.11B
| $15K | ﹤0.01% |
+2,237
| New | +$48.2K |
|
327
Estee Lauder
EL
$31.5B
| $15K | ﹤0.01% |
+60
| New | +$13.4K |
|
328
Diamondback Energy
FANG
$55.7B
| $13.6K | ﹤0.01% |
+100
| New | +$14.6K |
|
329
Tractor Supply
TSCO
$18B
| $13.6K | ﹤0.01% |
+300
| New | +$12.7K |
|
330
Nasdaq
NDAQ
$53.4B
| $13.2K | ﹤0.01% |
+213
| New | +$13.3K |
|
331
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
| $13K | ﹤0.01% |
+295
| New | +$12.7K |
|
332
Palantir
PLTR
$421B
| $12.8K | ﹤0.01% |
+2,028
| New | +$15.4K |
|
333
State Street Utilities Select Sector SPDR ETF
XLU
$22.4B
| $12.8K | ﹤0.01% |
+362
| New | +$12.3K |
|
334
General Dynamics
GD
$107B
| $12.5K | ﹤0.01% |
+50
| New | +$12.2K |
|
335
Devon Energy
DVN
$49.9B
| $12.2K | ﹤0.01% |
+200
| New | +$13.6K |
|
336
Evertec
EVTC
$1.77B
| $12.2K | ﹤0.01% |
+1,338
| New | +$44K |
|
|
SYTAW
337
DELISTED
Siyata Mobile Warrant
SYTAW
| $12K | ﹤0.01% |
+201,805
| New | +$15.9K |
|
338
Vanguard FTSE Europe ETF
VGK
$31B
| $11.2K | ﹤0.01% |
+200
| New | +$10.6K |
|
339
Keysight
KEYS
$57.3B
| $11.2K | ﹤0.01% |
+65
| New | +$11.1K |
|
340
Payoneer
PAYO
$2.4B
| $11.1K | ﹤0.01% |
+7,188
| New | +$45.1K |
|
341
Remitly
RELY
$4.87B
| $10.8K | ﹤0.01% |
+3,503
| New | +$36.3K |
|
342
Bread Financial
BFH
$4.38B
| $10.8K | ﹤0.01% |
+1,023
| New | +$36.9K |
|
343
Haleon
HLN
$43.7B
| $10.2K | ﹤0.01% |
+1,271
| New | +$8.65K |
|
|
EVOP
344
DELISTED
EVO Payments, Inc. Class A Common Stock
EVOP
| $10.2K | ﹤0.01% |
+1,068
| New | +$35.9K |
|
345
Unilever
UL
$135B
| $10.1K | ﹤0.01% |
+178
| New | +$9.53K |
|
346
iShares Core Dividend Growth ETF
DGRO
$43.7B
| $10K | ﹤0.01% |
+200
| New | +$9.82K |
|
347
iShares Russell 2000 Value ETF
IWN
$14.5B
| $9.75K | ﹤0.01% |
+70
| New | +$9.88K |
|
348
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
| $9.62K | ﹤0.01% |
+100
| New | +$9.6K |
|
349
VanEck Semiconductor ETF
SMH
$70.1B
| $9.58K | ﹤0.01% |
+94
| New | +$9.56K |
|
350
NXP Semiconductors
NXPI
$58.9B
| $9.49K | ﹤0.01% |
+60
| New | +$9.52K |
|
Similar funds
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Y.D. More Investments's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
- Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
- Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.
Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.