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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
ICL icon
326
ICL Group
ICL
$6.89B
$2.67K ﹤0.01%
500
-600
-55% -$2.95K
ZIMV
327
DELISTED
ZimVie
ZIMV
$99 ﹤0.01%
6
– –
CHAI
328
Core AI Holdings Inc
CHAI
$7.25M
– –
0
– –
PSFE icon
329
Paysafe
PSFE
$366M
$32 ﹤0.01%
739
-317
-30% -$4.43K
LILAK icon
330
Liberty Latin America Class C
LILAK
$1.65B
$21 ﹤0.01%
3
– –
LILA icon
331
Liberty Latin America Class A
LILA
$1.67B
$7 ﹤0.01%
1
– –
ARKK icon
332
ARK Innovation ETF
ARKK
$6.37B
– –
-6,200
Closed -$325K
AZN icon
333
AstraZeneca
AZN
$251B
– –
-450
Closed -$60.6K
BMY icon
334
Bristol-Myers Squibb
BMY
$132B
– –
-49
Closed -$2.51K
BNRG icon
335
Brenmiller Energy
BNRG
$1.02M
– –
-10
Closed -$10.4K
CAE icon
336
CAE Inc. Common Shares
CAE
$8.64B
– –
-6,000
Closed -$130K
DEO icon
337
Diageo
DEO
$54B
– –
-200
Closed -$29.1K
DG icon
338
Dollar General
DG
$27B
– –
-16
Closed -$2.17K
F icon
339
Ford
F
$55.8B
– –
-7,100
Closed -$86.5K
FROG icon
340
JFrog
FROG
$10.7B
– –
-20
Closed -$692
KRNT icon
341
Kornit Digital
KRNT
$778M
– –
-142,406
Closed -$2.73M
LEVI icon
342
Levi Strauss
LEVI
$9.09B
– –
-100
Closed -$1.64K
LZ icon
343
LegalZoom.com
LZ
$973M
– –
-19,119
Closed -$216K
MPT
344
Medical Properties Trust
MPT
$2.48B
– –
-20,000
Closed -$98.2K
MRVL icon
345
Marvell Technology
MRVL
$187B
– –
-3,500
Closed -$211K
NVS icon
346
Novartis
NVS
$298B
– –
-30,070
Closed -$3.04M
PAYC icon
347
Paycom
PAYC
$9.62B
– –
-2,208
Closed -$456K
RPV icon
348
Invesco S&P 500 Pure Value ETF
RPV
$1.72B
– –
-33
Closed -$2.68K
STIP icon
349
iShares 0-5 Year TIPS Bond ETF
STIP
$15.9B
– –
-273
Closed -$26.9K
TLT icon
350
iShares 20+ Year Treasury Bond ETF
TLT
$40.5B
– –
-5,500
Closed -$544K
11 12 13
14
15

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KIM
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YCM
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SC
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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.