We are live on ! Find out more
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
WU icon
326
Western Union
WU
$2.21B
$28.4K ﹤0.01%
2,321
-141
-6% -$1.83K
NKE icon
327
Nike
NKE
$61.9B
$28.3K ﹤0.01%
376
-5,904
-94% -$549K
COF icon
328
Capital One
COF
$134B
$28K ﹤0.01%
+202
New +$28.3K
FLTR icon
329
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.7K ﹤0.01%
1,086
– –
ARM icon
330
Arm
ARM
$302B
$27.7K ﹤0.01%
169
– –
LMBS icon
331
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.39B
$27.3K ﹤0.01%
573
– –
RSP icon
332
Invesco S&P 500 Equal Weight ETF
RSP
$99.1B
$27.1K ﹤0.01%
165
– –
AIG icon
333
American International
AIG
$41.3B
$26.6K ﹤0.01%
+358
New +$27.4K
XHE icon
334
State Street SPDR S&P Health Care Equipment ETF
XHE
$165M
$25.8K ﹤0.01%
307
– –
VIG icon
335
Vanguard Dividend Appreciation ETF
VIG
$114B
$24.8K ﹤0.01%
136
– –
TRV icon
336
Travelers Companies
TRV
$80.2B
$24.6K ﹤0.01%
+121
New +$26K
MET icon
337
MetLife
MET
$62.1B
$22.9K ﹤0.01%
+326
New +$23.3K
IYG icon
338
iShares US Financial Services ETF
IYG
$2.2B
$22.6K ﹤0.01%
350
-250
-42% -$16.2K
GE icon
339
GE Aerospace
GE
$384B
$22.6K ﹤0.01%
+142
New +$22.7K
BSV icon
340
Vanguard Short-Term Bond ETF
BSV
$45.6B
$22.1K ﹤0.01%
288
– –
FDN icon
341
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.34B
$20.5K ﹤0.01%
100
– –
HACK icon
342
Amplify Cybersecurity ETF
HACK
$2.91B
$20.5K ﹤0.01%
316
– –
IXC icon
343
iShares Global Energy ETF
IXC
$2.62B
$20.2K ﹤0.01%
488
– –
VWO icon
344
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$20.2K ﹤0.01%
463
– –
DVY icon
345
iShares Select Dividend ETF
DVY
$23.6B
$20K ﹤0.01%
165
– –
MQ icon
346
Marqeta
MQ
$1.66B
$19.5K ﹤0.01%
889
-178
-17% -$3.92K
IXJ icon
347
iShares Global Healthcare ETF
IXJ
$4.19B
$18.2K ﹤0.01%
196
– –
CMCSA icon
348
Comcast
CMCSA
$90B
$16.7K ﹤0.01%
426
– –
DLO icon
349
dLocal
DLO
$4.24B
$16.4K ﹤0.01%
2,031
-335
-14% -$3.93K
PAY icon
350
Paymentus
PAY
$4.86B
$16.2K ﹤0.01%
852
-263
-24% -$5.15K
12 13
14
15 16

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.