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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
XHE icon
326
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$27.1K ﹤0.01%
307
– –
IYG icon
327
iShares US Financial Services ETF
IYG
$2.21B
$27K ﹤0.01%
350
– –
VIG icon
328
Vanguard Dividend Appreciation ETF
VIG
$114B
$26.6K ﹤0.01%
136
– –
SHEL icon
329
Shell
SHEL
$249B
$25.1K ﹤0.01%
400
– –
EEFT icon
330
Euronet Worldwide
EEFT
$2.65B
$24.4K ﹤0.01%
237
-14
-6% -$1.43K
FDN icon
331
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$24.3K ﹤0.01%
100
– –
SCHG icon
332
Schwab US Large-Cap Growth ETF
SCHG
$63B
$24.3K ﹤0.01%
872
– –
RELY icon
333
Remitly
RELY
$4.87B
$24.1K ﹤0.01%
1,067
-24
-2% -$442
KNSL icon
334
Kinsale Capital Group
KNSL
$8.4B
$23.3K ﹤0.01%
+50
New +$23.7K
UPST icon
335
Upstart Holdings
UPST
$2.94B
$22.8K ﹤0.01%
+370
New +$23.1K
PAY icon
336
Paymentus
PAY
$4.91B
$21.9K ﹤0.01%
671
-25
-4% -$743
TEAM icon
337
Atlassian
TEAM
$38.5B
$21.9K ﹤0.01%
+90
New +$20.6K
SPHD icon
338
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.39B
$21.7K ﹤0.01%
450
-6,670
-94% -$334K
DOCS icon
339
Doximity
DOCS
$4.57B
$21.4K ﹤0.01%
+400
New +$19.6K
KEY icon
340
KeyCorp
KEY
$24.3B
$21.2K ﹤0.01%
1,238
+673
+119% +$12.1K
ARM icon
341
Arm
ARM
$286B
$20.8K ﹤0.01%
169
– –
MASI
342
DELISTED
Masimo
MASI
$19.8K ﹤0.01%
+120
New +$18.9K
EWJ icon
343
iShares MSCI Japan ETF
EWJ
$22.6B
$19.3K ﹤0.01%
288
– –
PAYO icon
344
Payoneer
PAYO
$2.4B
$19.3K ﹤0.01%
1,921
-24,593
-93% -$235K
WU icon
345
Western Union
WU
$2.19B
$19.3K ﹤0.01%
1,819
-69
-4% -$765
VUG icon
346
Vanguard Morningstar Growth ETF
VUG
$230B
$18.1K ﹤0.01%
264
– –
MGY icon
347
Magnolia Oil & Gas
MGY
$6.16B
$17.5K ﹤0.01%
+750
New +$19.5K
RTX icon
348
RTX Corp
RTX
$302B
$17.5K ﹤0.01%
628
+438
+231% +$52.9K
LMT icon
349
Lockheed Martin
LMT
$139B
$17.5K ﹤0.01%
+36
New +$19.6K
DLO icon
350
dLocal
DLO
$4.23B
$17.3K ﹤0.01%
1,534
-120
-7% -$1.21K
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 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.