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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ESTC icon
376
Elastic
ESTC
$7.93B
– –
-18,632
Closed -$962K
EWG icon
377
iShares MSCI Germany ETF
EWG
$1.67B
– –
-300
Closed -$7.43K
FANG icon
378
Diamondback Energy
FANG
$55.7B
– –
-100
Closed -$13.6K
FCX icon
379
Freeport-McMoran
FCX
$98.7B
– –
-530
Closed -$20.2K
FND icon
380
Floor & Decor
FND
$6.3B
– –
-720
Closed -$51.1K
FXZ icon
381
First Trust Materials AlphaDEX Fund
FXZ
$391M
– –
-11,000
Closed -$672K
IBUY icon
382
Amplify Online Retail ETF
IBUY
$126M
– –
-45
Closed -$1.74K
ICL icon
383
ICL Group
ICL
$6.89B
– –
-15,180
Closed -$110K
IIPR icon
384
Innovative Industrial Properties
IIPR
$1.66B
– –
-50
Closed -$5.09K
ITRN icon
385
Ituran Location and Control
ITRN
$1.02B
– –
-1,036,215
Closed -$22M
IWN icon
386
iShares Russell 2000 Value ETF
IWN
$14.5B
– –
-70
Closed -$9.75K
JETS icon
387
US Global Jets ETF
JETS
$821M
– –
-3,183
Closed -$54.2K
KBA icon
388
KraneShares Bosera MSCI China A 50 Connect Index ETF
KBA
$149M
– –
-1,352
Closed -$34.4K
KEYS icon
389
Keysight
KEYS
$57.3B
– –
-65
Closed -$11.2K
KMDA icon
390
Kamada
KMDA
$412M
– –
-17,891
Closed -$91.4K
KRNT icon
391
Kornit Digital
KRNT
$778M
– –
-165,986
Closed -$3.66M
LIN icon
392
Linde
LIN
$227B
– –
-2,510
Closed -$828K
LIT icon
393
Global X Lithium & Battery Tech ETF
LIT
$1.6B
– –
-40
Closed -$2.36K
LKQ icon
394
LKQ Corp
LKQ
$6.22B
– –
-2,500
Closed -$135K
LMT icon
395
Lockheed Martin
LMT
$139B
– –
-10
Closed -$4.87K
LUMN icon
396
Lumen
LUMN
$6.85B
– –
-3,000
Closed -$15.9K
MDB icon
397
MongoDB
MDB
$33.5B
– –
-181
Closed -$36K
MDT icon
398
Medtronic
MDT
$114B
– –
-75
Closed -$5.84K
MELI icon
399
Mercado Libre
MELI
$92.5B
– –
-10
Closed -$8.57K
MNDY icon
400
monday.com
MNDY
$3.75B
– –
-3,800
Closed -$460K
14 15
16
17 18

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SYBT
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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 Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.