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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
+5.57%
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
RELY icon
351
Remitly
RELY
$5.14B
$16K ﹤0.01%
1,321
-204
-13% -$3.16K
INTC icon
352
Intel
INTC
$513B
$15.5K ﹤0.01%
500
– –
MUB icon
353
iShares National Muni Bond ETF
MUB
$45.9B
$15.4K ﹤0.01%
145
– –
WBA
354
DELISTED
Walgreens Boots Alliance
WBA
$14.8K ﹤0.01%
1,223
-877
-42% -$14.9K
EVTC icon
355
Evertec
EVTC
$1.78B
$14.7K ﹤0.01%
442
-93
-17% -$3.36K
DQ
356
Daqo New Energy
DQ
$996M
$14.6K ﹤0.01%
+1,000
New +$21.1K
BP icon
357
BP
BP
$107B
$14.2K ﹤0.01%
393
+100
+34% +$3.75K
AMAT icon
358
Applied Materials
AMAT
$428B
$14.2K ﹤0.01%
60
– –
FLYW icon
359
Flywire
FLYW
$2.16B
$14K ﹤0.01%
852
+6
+0.7% +$113
KBE icon
360
State Street SPDR S&P Bank ETF
KBE
$1.71B
$13.9K ﹤0.01%
300
– –
GRID
361
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$13.9K ﹤0.01%
120
– –
INMD icon
362
InMode
INMD
$880M
$13.5K ﹤0.01%
740
-1,850
-71% -$34K
SPIB icon
363
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$13K ﹤0.01%
400
-3,700
-90% -$120K
NDAQ icon
364
Nasdaq
NDAQ
$52.9B
$12.9K ﹤0.01%
415
+202
+95% +$12.2K
KXI icon
365
iShares Global Consumer Staples ETF
KXI
$1.07B
$12.7K ﹤0.01%
211
– –
IBDT icon
366
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$12.4K ﹤0.01%
500
-770
-61% -$19K
RUN icon
367
Sunrun
RUN
$2.46B
$11.9K ﹤0.01%
1,000
– –
XLG icon
368
Invesco S&P 500 Top 50 ETF
XLG
$11B
$11.8K ﹤0.01%
260
– –
SYF icon
369
Synchrony
SYF
$25.6B
$10.2K ﹤0.01%
+216
New +$9.38K
VRTX icon
370
Vertex Pharmaceuticals
VRTX
$126B
$9.37K ﹤0.01%
20
– –
IEF icon
371
iShares 7-10 Year Treasury Bond ETF
IEF
$47.3B
$9.37K ﹤0.01%
100
– –
LI icon
372
Li Auto
LI
$12.7B
$8.94K ﹤0.01%
500
– –
GDOT icon
373
Green Dot
GDOT
$745M
$8.29K ﹤0.01%
877
-427
-33% -$3.97K
IXN icon
374
iShares Global Tech ETF
IXN
$9.26B
$8.28K ﹤0.01%
100
-68
-40% -$5.18K
WELL icon
375
Welltower
WELL
$171B
$8.13K ﹤0.01%
+78
New +$7.64K
13 14
15
16 17

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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 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.