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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
ABT icon
376
Abbott
ABT
$188B
$9.05K ﹤0.01%
80
– –
IXC icon
377
iShares Global Energy ETF
IXC
$2.72B
$8.9K ﹤0.01%
233
-55
-19% -$2.25K
IXN icon
378
iShares Global Tech ETF
IXN
$9.17B
$8.47K ﹤0.01%
100
– –
NEM icon
379
Newmont
NEM
$124B
$8.45K ﹤0.01%
+227
New +$10.3K
VRTX icon
380
Vertex Pharmaceuticals
VRTX
$133B
$8.05K ﹤0.01%
20
– –
NDAQ icon
381
Nasdaq
NDAQ
$53.4B
$7.84K ﹤0.01%
606
+294
+94% +$22.7K
MQ icon
382
Marqeta
MQ
$1.62B
$7.81K ﹤0.01%
515
-195
-27% -$3.42K
B
383
Barrick Mining
B
$68.5B
$7.75K ﹤0.01%
+500
New +$9.09K
MMM icon
384
3M
MMM
$93.9B
$7.69K ﹤0.01%
60
– –
EVTC icon
385
Evertec
EVTC
$1.77B
$7.67K ﹤0.01%
222
– –
RPAY icon
386
Repay Holdings
RPAY
$317M
$7.55K ﹤0.01%
+990
New +$7.91K
DIA icon
387
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$7.23K ﹤0.01%
17
– –
PLTK icon
388
Playtika
PLTK
$1.07B
$6.94K ﹤0.01%
+1,000
New +$7.88K
PAGS icon
389
PagSeguro Digital
PAGS
$2.54B
$6.82K ﹤0.01%
1,090
-675
-38% -$5.19K
OHI icon
390
Omega Healthcare
OHI
$14.4B
$6.43K ﹤0.01%
170
– –
PPA icon
391
Invesco Aerospace & Defense ETF
PPA
$8.72B
$5.74K ﹤0.01%
50
– –
QUAL icon
392
iShares MSCI USA Quality Factor ETF
QUAL
$48.1B
$5.66K ﹤0.01%
32
– –
SDY icon
393
State Street SPDR S&P Dividend ETF
SDY
$22.1B
$5.55K ﹤0.01%
42
– –
ZBH icon
394
Zimmer Biomet
ZBH
$18.7B
$5.28K ﹤0.01%
50
– –
ONTO icon
395
Onto Innovation
ONTO
$14.5B
$5K ﹤0.01%
30
– –
FEZ icon
396
State Street SPDR EURO STOXX 50 ETF
FEZ
$4.54B
$4.78K ﹤0.01%
100
– –
LMND icon
397
Lemonade
LMND
$4.08B
$3.3K ﹤0.01%
+90
New +$2.87K
KXI icon
398
iShares Global Consumer Staples ETF
KXI
$1.06B
$3.02K ﹤0.01%
50
-161
-76% -$10.2K
SHLD icon
399
Global X Defense Tech ETF
SHLD
$7.71B
$2.26K ﹤0.01%
22,000
-1,700
-7% -$65.7K
RSSL
400
Global X Russell 2000 ETF
RSSL
$1.53B
$1.38K ﹤0.01%
5,813
-1,400
-19% -$126K
14 15
16
17 18

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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 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.