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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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ADP icon
326
Automatic Data Processing
ADP
$109B
$34.5K ﹤0.01%
+113
New +$34.1K
COP icon
327
ConocoPhillips
COP
$148B
$34.4K ﹤0.01%
345
-220
-39% -$21.9K
WEX icon
328
WEX
WEX
$6.35B
$33.6K ﹤0.01%
213
-1
-0.5% -$165
VTV icon
329
Vanguard Morningstar Value ETF
VTV
$192B
$33.5K ﹤0.01%
194
-165
-46% -$28.8K
LMBS icon
330
First Trust Exchange-Traded Fund IV First Trust Low Duration Opportunities ETF
LMBS
$6.38B
$33.3K ﹤0.01%
683
+110
+19% +$5.37K
SHY icon
331
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$33.1K ﹤0.01%
400
– –
URTH icon
332
iShares MSCI World ETF
URTH
$8.34B
$32.9K ﹤0.01%
215
– –
BLK icon
333
Blackrock
BLK
$175B
$32.2K ﹤0.01%
34
– –
IXJ icon
334
iShares Global Healthcare ETF
IXJ
$4.24B
$31.5K ﹤0.01%
346
– –
EPAM icon
335
EPAM Systems
EPAM
$5.02B
$30.4K ﹤0.01%
180
– –
XLG icon
336
Invesco S&P 500 Top 50 ETF
XLG
$11B
$29.7K ﹤0.01%
648
+388
+149% +$19.1K
SHEL icon
337
Shell
SHEL
$249B
$29.3K ﹤0.01%
400
– –
SYF icon
338
Synchrony
SYF
$25.4B
$29K ﹤0.01%
548
+68
+14% +$4.21K
EW icon
339
Edwards Lifesciences
EW
$53B
$29K ﹤0.01%
400
– –
FLTR icon
340
VanEck IG Floating Rate ETF
FLTR
$3.04B
$27.7K ﹤0.01%
1,086
– –
BSX icon
341
Boston Scientific
BSX
$73.1B
$26.5K ﹤0.01%
+263
New +$26.5K
VIG icon
342
Vanguard Dividend Appreciation ETF
VIG
$114B
$26.4K ﹤0.01%
136
– –
RELY icon
343
Remitly
RELY
$4.87B
$26K ﹤0.01%
1,099
+32
+3% +$734
XHE icon
344
State Street SPDR S&P Health Care Equipment ETF
XHE
$167M
$25.1K ﹤0.01%
307
– –
SKYY icon
345
First Trust Cloud Computing ETF
SKYY
$3.22B
$24.5K ﹤0.01%
240
– –
KNSL icon
346
Kinsale Capital Group
KNSL
$8.4B
$24.3K ﹤0.01%
50
– –
CHTR icon
347
Charter Communications
CHTR
$18.3B
$24.3K ﹤0.01%
+66
New +$23.6K
EEFT icon
348
Euronet Worldwide
EEFT
$2.65B
$24.2K ﹤0.01%
240
+3
+1% +$304
DOCS icon
349
Doximity
DOCS
$4.57B
$23.2K ﹤0.01%
400
– –
KEY icon
350
KeyCorp
KEY
$24.3B
$22.5K ﹤0.01%
1,406
+168
+14% +$2.85K
12 13
14
15 16

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Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.