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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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow %
94.69%
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$23.6M
2
MSFT icon
Microsoft
MSFT
+$23.5M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.2M
4
INMD icon
InMode
INMD
+$15.7M
5
TSM icon
TSMC
TSM
+$15.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 35.66%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
LMT icon
376
Lockheed Martin
LMT
$139B
$4.87K ﹤0.01%
+10
New +$4.65K
LEN.B icon
377
Lennar Class B
LEN.B
$20.2B
$4.79K ﹤0.01%
+67
New +$4.35K
OHI icon
378
Omega Healthcare
OHI
$14.4B
$4.74K ﹤0.01%
+170
New +$5.13K
DPST icon
379
Direxion Daily Regional Banks Bull 3X ETF
DPST
$388M
$4.56K ﹤0.01%
+20
New +$5.3K
MOS icon
380
The Mosaic Company
MOS
$7.46B
$4.34K ﹤0.01%
+100
New +$4.95K
ONTO icon
381
Onto Innovation
ONTO
$14.5B
$4.26K ﹤0.01%
+62
New +$4.45K
GM icon
382
General Motors
GM
$77.2B
$4.04K ﹤0.01%
+120
New +$4.43K
EHTH icon
383
eHealth
EHTH
$40.4M
$3.62K ﹤0.01%
+750
New +$2.8K
CHAI
384
Core AI Holdings Inc
CHAI
$7.25M
– –
0
– –
KXI icon
385
iShares Global Consumer Staples ETF
KXI
$1.06B
$3K ﹤0.01%
+50
New +$2.9K
BMY icon
386
Bristol-Myers Squibb
BMY
$132B
$2.88K ﹤0.01%
+40
New +$3.02K
LIT icon
387
Global X Lithium & Battery Tech ETF
LIT
$1.6B
$2.36K ﹤0.01%
+40
New +$2.67K
VCLO
388
DELISTED
Simplify Volt Cloud and Cybersecurity Disruption ETF
VCLO
$2.31K ﹤0.01%
+500
New +$2.8K
MHK icon
389
Mohawk Industries
MHK
$9.19B
$2.04K ﹤0.01%
+20
New +$1.96K
REG icon
390
Regency Centers
REG
$13.9B
$1.75K ﹤0.01%
+28
New +$1.72K
IBUY icon
391
Amplify Online Retail ETF
IBUY
$126M
$1.74K ﹤0.01%
+45
New +$1.83K
FRT icon
392
Federal Realty Investment Trust
FRT
$10.2B
$1.64K ﹤0.01%
+16
New +$1.62K
SPG icon
393
Simon Property Group
SPG
$71.5B
$1.52K ﹤0.01%
+13
New +$1.45K
INVH icon
394
Invitation Homes
INVH
$17.8B
$1.5K ﹤0.01%
+50
New +$1.58K
HST icon
395
Host Hotels & Resorts
HST
$15.5B
$1.26K ﹤0.01%
+80
New +$1.4K
WELL icon
396
Welltower
WELL
$169B
$1.05K ﹤0.01%
+16
New +$1.03K
O icon
397
Realty Income
O
$58.6B
$960 ﹤0.01%
+15
New +$931
DLR icon
398
Digital Realty Trust
DLR
$70.8B
$912 ﹤0.01%
+9
New +$918
SKT icon
399
Tanger
SKT
$4.44B
$739 ﹤0.01%
+41
New +$736
OPAD icon
400
Offerpad Solutions
OPAD
$22.9M
$470 ﹤0.01%
+7
New +$807
13 14 15
16
17

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DCM
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Y.D. More Investments's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.

  • Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
  • Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
  • Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.

Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.