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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HLT icon
351
Hilton Worldwide
HLT
$70B
– –
-5
Closed -$728
HST icon
352
Host Hotels & Resorts
HST
$15.5B
– –
-90
Closed -$1.51K
INVH icon
353
Invitation Homes
INVH
$17.8B
– –
-67
Closed -$2.31K
KIM icon
354
Kimco Realty
KIM
$16.2B
– –
-95
Closed -$1.87K
LEVI icon
355
Levi Strauss
LEVI
$9.09B
– –
-1,365
Closed -$19.6K
LLY icon
356
Eli Lilly
LLY
$1.1T
– –
-150
Closed -$70.3K
MHK icon
357
Mohawk Industries
MHK
$9.19B
– –
-20
Closed -$2.06K
O icon
358
Realty Income
O
$58.6B
– –
-20
Closed -$1.2K
OPAD icon
359
Offerpad Solutions
OPAD
$22.9M
– –
-7
Closed -$855
PLD icon
360
Prologis
PLD
$132B
– –
-24
Closed -$2.94K
PSA icon
361
Public Storage
PSA
$60.8B
– –
-4
Closed -$1.17K
QCOM icon
362
Qualcomm
QCOM
$170B
– –
-389
Closed -$46.3K
REG icon
363
Regency Centers
REG
$13.9B
– –
-30
Closed -$1.85K
RWO icon
364
State Street SPDR Dow Jones Global Real Estate ETF
RWO
$1.29B
– –
-40
Closed -$1.64K
SKT icon
365
Tanger
SKT
$4.44B
– –
-80
Closed -$1.77K
SLB icon
366
SLB Ltd
SLB
$78.9B
– –
-200
Closed -$9.82K
SLG icon
367
SL Green Realty
SLG
$3.9B
– –
-47
Closed -$1.41K
SPG icon
368
Simon Property Group
SPG
$71.5B
– –
-20
Closed -$2.31K
SPIB icon
369
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
– –
-2,100
Closed -$67.4K
STKH
370
Steakholder Foods
STKH
$2.54M
– –
-37
Closed -$37.4K
TSCO icon
371
Tractor Supply
TSCO
$18B
– –
-600
Closed -$26.5K
UDR icon
372
UDR
UDR
$12.1B
– –
-50
Closed -$2.15K
WELL icon
373
Welltower
WELL
$169B
– –
-13
Closed -$1.05K
WM icon
374
Waste Management
WM
$90.6B
– –
-44
Closed -$7.59K
AIOT
375
PowerFleet Inc
AIOT
$411M
– –
-53,020
Closed -$159K
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 Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.