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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
MUB icon
351
iShares National Muni Bond ETF
MUB
$45.8B
$17K ﹤0.01%
160
+15
+10% +$1.61K
KBE icon
352
State Street SPDR S&P Bank ETF
KBE
$1.71B
$16.6K ﹤0.01%
300
– –
JKHY icon
353
Jack Henry & Associates
JKHY
$11B
$15.8K ﹤0.01%
90
+49
+120% +$8.76K
UL icon
354
Unilever
UL
$135B
$15.3K ﹤0.01%
+240
New +$16.2K
DOCN icon
355
DigitalOcean
DOCN
$15.3B
$14.5K ﹤0.01%
+425
New +$16.7K
GRID
356
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$14.3K ﹤0.01%
120
– –
WELL icon
357
Welltower
WELL
$169B
$14.1K ﹤0.01%
112
+25
+29% +$3.28K
CTSH icon
358
Cognizant
CTSH
$26.3B
$13.8K ﹤0.01%
+180
New +$14.1K
FLYW icon
359
Flywire
FLYW
$2.11B
$13.8K ﹤0.01%
670
-30
-4% -$586
KMB icon
360
Kimberly-Clark
KMB
$35.9B
$13.8K ﹤0.01%
+105
New +$14.3K
CMCSA icon
361
Comcast
CMCSA
$89.4B
$13.5K ﹤0.01%
360
– –
SKX
362
DELISTED
Skechers
SKX
$13.4K ﹤0.01%
+200
New +$13K
STNE icon
363
StoneCo
STNE
$2.52B
$13.2K ﹤0.01%
1,650
-106
-6% -$1.07K
XLG icon
364
Invesco S&P 500 Top 50 ETF
XLG
$11B
$12.9K ﹤0.01%
260
– –
ERIE icon
365
Erie Indemnity
ERIE
$13.2B
$12.8K ﹤0.01%
31
+16
+107% +$7.16K
MGNI icon
366
Magnite
MGNI
$3.47B
$12.7K ﹤0.01%
+800
New +$11.7K
IBDT icon
367
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$12.4K ﹤0.01%
500
– –
VWO icon
368
Vanguard FTSE Emerging Markets ETF
VWO
$126B
$12.3K ﹤0.01%
279
– –
HACK icon
369
Amplify Cybersecurity ETF
HACK
$3.01B
$11.2K ﹤0.01%
150
– –
DLR icon
370
Digital Realty Trust
DLR
$70.8B
$10.6K ﹤0.01%
+60
New +$10.6K
IDXX icon
371
Idexx Laboratories
IDXX
$46.9B
$10.3K ﹤0.01%
+25
New +$11K
AMAT icon
372
Applied Materials
AMAT
$415B
$9.76K ﹤0.01%
60
– –
RUN icon
373
Sunrun
RUN
$2.38B
$9.25K ﹤0.01%
1,000
– –
IEF icon
374
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.24K ﹤0.01%
100
– –
SYTAW
375
DELISTED
Siyata Mobile Warrant
SYTAW
$9.08K ﹤0.01%
201,805
– –
13 14
15
16 17

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KIM
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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.