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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SLG icon
351
SL Green Realty
SLG
$3.9B
$118 ﹤0.01%
5
-4
-44% -$135
ZIMV
352
DELISTED
ZimVie
ZIMV
$43 ﹤0.01%
6
– –
ACN icon
353
Accenture
ACN
$109B
– –
-75
Closed -$20.1K
ADI icon
354
Analog Devices
ADI
$187B
– –
-1,625
Closed -$266K
APP icon
355
Applovin
APP
$113B
– –
-1,810
Closed -$18.9K
ARBE icon
356
Arbe Robotics
ARBE
$89.8M
– –
-1,861,324
Closed -$6.14M
ASAN icon
357
Asana
ASAN
$2.13B
– –
-6,950
Closed -$9.55M
ASML icon
358
ASML
ASML
$666B
– –
-9,665
Closed -$5.33M
BMY icon
359
Bristol-Myers Squibb
BMY
$132B
– –
-40
Closed -$2.88K
BTI icon
360
British American Tobacco
BTI
$123B
– –
-1,070
Closed -$42.8K
CAMT icon
361
Camtek
CAMT
$7.38B
– –
-69,689
Closed -$1.53M
CHKP icon
362
Check Point Software Technologies
CHKP
$13.4B
– –
-370
Closed -$46.7K
CIEN icon
363
Ciena
CIEN
$54.9B
– –
-3,900
Closed -$198K
CMCSA icon
364
Comcast
CMCSA
$89.4B
– –
-7,100
Closed -$249K
CSTE icon
365
Caesarstone
CSTE
$88.2M
– –
-8,000
Closed -$45.8K
CWB icon
366
State Street SPDR Bloomberg Convertible Securities ETF
CWB
$5.59B
– –
-120
Closed -$7.72K
CYBR
367
DELISTED
CyberArk
CYBR
– –
-4,955
Closed -$647K
DAC icon
368
Danaos Corp
DAC
$2.52B
– –
-5,000
Closed -$273K
DOX icon
369
Amdocs
DOX
$6.22B
– –
-11,325
Closed -$1.03M
DPST icon
370
Direxion Daily Regional Banks Bull 3X ETF
DPST
$388M
– –
-20
Closed -$4.56K
DQ
371
Daqo New Energy
DQ
$989M
– –
-5,100
Closed -$201K
DVN icon
372
Devon Energy
DVN
$49.9B
– –
-200
Closed -$12.2K
EHTH icon
373
eHealth
EHTH
$40.4M
– –
-750
Closed -$3.62K
ELLO icon
374
Ellomay Capital Ltd
ELLO
$276M
– –
-1,166
Closed -$17.5K
ESLT icon
375
Elbit Systems
ESLT
$39.6B
– –
-200
Closed -$32.8K
13 14
15
16 17

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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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Y.D. More Investments's Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.