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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPHD icon
326
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$4.7K ﹤0.01%
120
-295
-71% -$12.2K
PPA icon
327
Invesco Aerospace & Defense ETF
PPA
$8.72B
$3.99K ﹤0.01%
50
– –
ONTO icon
328
Onto Innovation
ONTO
$14.5B
$3.83K ﹤0.01%
30
-32
-52% -$3.8K
VWO icon
329
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$3.5K ﹤0.01%
+90
New +$3.67K
MPT
330
Medical Properties Trust
MPT
$2.48B
$2.7K ﹤0.01%
500
-2,915
-85% -$23.4K
CHAI
331
Core AI Holdings Inc
CHAI
$7.25M
– –
0
– –
HUBC icon
332
Hub Cyber Security
HUBC
$27.9M
– –
0
– –
FROG icon
333
JFrog
FROG
$10.7B
$507 ﹤0.01%
+20
New +$555
ZIMV
334
DELISTED
ZimVie
ZIMV
$56 ﹤0.01%
6
– –
FAZEW
335
DELISTED
FaZe Holdings Inc. Warrant
FAZEW
$47 ﹤0.01%
3,000
– –
PSFE icon
336
Paysafe
PSFE
$366M
$29 ﹤0.01%
+886
New +$10.8K
LILAK icon
337
Liberty Latin America Class C
LILAK
$1.65B
$24 ﹤0.01%
+3
New +$23
LILA icon
338
Liberty Latin America Class A
LILA
$1.67B
$8 ﹤0.01%
+1
New +$6
AMH icon
339
American Homes 4 Rent
AMH
$12.3B
– –
-17
Closed -$603
ARE icon
340
Alexandria Real Estate Equities
ARE
$8.32B
– –
-8
Closed -$908
ATER icon
341
Aterian
ATER
$5.22M
– –
-4,023
Closed -$22.2K
AXON
342
Axon Enterprise
AXON
$48.4B
– –
-1,600
Closed -$312K
DES icon
343
WisdomTree US SmallCap Dividend Fund
DES
$2.21B
– –
-1,000
Closed -$65.1K
DRS icon
344
Leonardo DRS
DRS
$12B
– –
-42,500
Closed -$737K
EA
345
DELISTED
Electronic Arts
EA
– –
-32
Closed -$4.15K
EL icon
346
Estee Lauder
EL
$31.5B
– –
-70
Closed -$13.7K
FDX icon
347
FedEx
FDX
$76.9B
– –
-80
Closed -$19.8K
FRT icon
348
Federal Realty Investment Trust
FRT
$10.2B
– –
-20
Closed -$1.94K
GSK icon
349
GSK
GSK
$104B
– –
-7
Closed -$249
HLN icon
350
Haleon
HLN
$43.7B
– –
-1,271
Closed -$10.7K
12 13
14
15 16

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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 Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.