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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
FDN icon
351
First Trust Dow Jones Internet Index Fund ETF
FDN
$5.41B
$22.2K ﹤0.01%
100
– –
TTD icon
352
Trade Desk
TTD
$6.29B
$21.9K ﹤0.01%
400
– –
PATH icon
353
UiPath
PATH
$8.08B
$21.6K ﹤0.01%
+2,100
New +$27K
RTX icon
354
RTX Corp
RTX
$302B
$20K ﹤0.01%
664
+36
+6% +$4.56K
WU icon
355
Western Union
WU
$2.19B
$19.9K ﹤0.01%
1,852
+33
+2% +$350
TEAM icon
356
Atlassian
TEAM
$38.5B
$19.1K ﹤0.01%
90
– –
MGY icon
357
Magnolia Oil & Gas
MGY
$6.16B
$18.9K ﹤0.01%
750
– –
JKHY icon
358
Jack Henry & Associates
JKHY
$11B
$18.8K ﹤0.01%
103
+13
+14% +$2.27K
WELL icon
359
Welltower
WELL
$169B
$18.8K ﹤0.01%
124
+12
+11% +$1.71K
PAY icon
360
Paymentus
PAY
$4.91B
$18.8K ﹤0.01%
683
+12
+2% +$355
SEDG icon
361
SolarEdge
SEDG
$1.98B
$17.8K ﹤0.01%
1,100
-2,770
-72% -$43.1K
IWF icon
362
iShares Russell 1000 Growth ETF
IWF
$127B
$17.3K ﹤0.01%
+192
New +$18.9K
PAYO icon
363
Payoneer
PAYO
$2.4B
$17.1K ﹤0.01%
1,972
+51
+3% +$476
UPST icon
364
Upstart Holdings
UPST
$2.94B
$17K ﹤0.01%
370
– –
MUB icon
365
iShares National Muni Bond ETF
MUB
$45.8B
$16.9K ﹤0.01%
160
– –
VUG icon
366
Vanguard Morningstar Growth ETF
VUG
$230B
$16.3K ﹤0.01%
264
– –
KBE icon
367
State Street SPDR S&P Bank ETF
KBE
$1.71B
$15.9K ﹤0.01%
300
– –
ERIE icon
368
Erie Indemnity
ERIE
$13.2B
$14.7K ﹤0.01%
35
+4
+13% +$1.63K
DOCN icon
369
DigitalOcean
DOCN
$15.3B
$14.2K ﹤0.01%
425
– –
EWJ icon
370
iShares MSCI Japan ETF
EWJ
$22.6B
$13.9K ﹤0.01%
203
-85
-30% -$5.84K
GRID
371
First Trust NASDAQ Clean Edge Smart Grid Infrastructure Index Fund
GRID
$12.1B
$13.6K ﹤0.01%
120
– –
TBLAW
372
DELISTED
Taboola.com Ltd Warrant
TBLAW
$13K ﹤0.01%
+80,000
New +$21.6K
IBDT icon
373
iShares iBonds Dec 2028 Term Corporate ETF
IBDT
$4.07B
$12.6K ﹤0.01%
500
– –
VCLT icon
374
Vanguard Long-Term Corporate Bond ETF
VCLT
$8.74B
$11.4K ﹤0.01%
+150
New +$11.3K
SKX
375
DELISTED
Skechers
SKX
$11.4K ﹤0.01%
200
– –
13 14
15
16 17

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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.