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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
KEY icon
376
KeyCorp
KEY
$24.4B
$7.67K ﹤0.01%
+540
New +$7.83K
SYTAW
377
DELISTED
Siyata Mobile Warrant
SYTAW
$7.61K ﹤0.01%
201,805
– –
TAN icon
378
Invesco Solar ETF
TAN
$1.38B
$7.04K ﹤0.01%
175
– –
ONTO icon
379
Onto Innovation
ONTO
$15.3B
$6.59K ﹤0.01%
30
– –
PLUG icon
380
Plug Power
PLUG
$3.04B
$6.52K ﹤0.01%
+2,800
New +$8.02K
JKHY icon
381
Jack Henry & Associates
JKHY
$11.1B
$6.47K ﹤0.01%
+39
New +$6.47K
OHI icon
382
Omega Healthcare
OHI
$14.7B
$5.82K ﹤0.01%
170
– –
EWJ icon
383
iShares MSCI Japan ETF
EWJ
$22.8B
$5.8K ﹤0.01%
85
– –
HEAL
384
Global X Funds Global X HealthTech ETF
HEAL
$30.3M
$5.69K ﹤0.01%
217
– –
ZBH icon
385
Zimmer Biomet
ZBH
$18.4B
$5.43K ﹤0.01%
50
– –
QUAL icon
386
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$5.42K ﹤0.01%
32
– –
SDY icon
387
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$5.34K ﹤0.01%
+42
New +$5.41K
SPHD icon
388
Invesco S&P 500 High Dividend Low Volatility ETF
SPHD
$3.4B
$5.33K ﹤0.01%
120
-295
-71% -$13K
PPA icon
389
Invesco Aerospace & Defense ETF
PPA
$8.7B
$5.14K ﹤0.01%
50
– –
FEZ icon
390
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.55B
$4.96K ﹤0.01%
100
-901
-90% -$46.8K
SHLD icon
391
Global X Defense Tech ETF
SHLD
$7.62B
$1.97K ﹤0.01%
+22,300
New +$741K
SDIV icon
392
Global X SuperDividend ETF
SDIV
$1.22B
$1.76K ﹤0.01%
+80
New +$1.76K
SOLV icon
393
Solventum
SOLV
$14.1B
$846 ﹤0.01%
+16
New +$971
DUK icon
394
Duke Energy
DUK
$97.3B
$322 ﹤0.01%
+1,209
New +$121K
LLY icon
395
Eli Lilly
LLY
$1.06T
$299 ﹤0.01%
+124
New +$99.2K
PLX icon
396
Protalix BioTherapeutics
PLX
$198M
$257 ﹤0.01%
+220
New +$260
SPGI icon
397
S&P Global
SPGI
$120B
$203 ﹤0.01%
+171
New +$73.4K
PGR icon
398
Progressive
PGR
$125B
$172 ﹤0.01%
+311
New +$65.1K
SCHW
399
Charles Schwab
SCHW
$187B
$155 ﹤0.01%
+790
New +$58.4K
CB icon
400
Chubb
CB
$135B
$146 ﹤0.01%
+215
New +$55.2K
14 15
16
17 18

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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.