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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
HACK icon
376
Amplify Cybersecurity ETF
HACK
$3.01B
$10.8K ﹤0.01%
150
– –
IDXX icon
377
Idexx Laboratories
IDXX
$46.9B
$10.5K ﹤0.01%
25
– –
SYTAW
378
DELISTED
Siyata Mobile Warrant
SYTAW
$10.4K ﹤0.01%
201,805
– –
DLO icon
379
dLocal
DLO
$4.23B
$10.3K ﹤0.01%
750
-784
-51% -$8.83K
NEM icon
380
Newmont
NEM
$124B
$10.3K ﹤0.01%
244
+17
+7% +$746
MINT icon
381
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$17.1B
$9.96K ﹤0.01%
+99
New +$9.95K
VRTX icon
382
Vertex Pharmaceuticals
VRTX
$133B
$9.7K ﹤0.01%
20
– –
IEF icon
383
iShares 7-10 Year Treasury Bond ETF
IEF
$47.1B
$9.54K ﹤0.01%
100
– –
IBDS icon
384
iShares iBonds Dec 2027 Term Corporate ETF
IBDS
$3.86B
$9.19K ﹤0.01%
+380
New +$9.14K
MGNI icon
385
Magnite
MGNI
$3.47B
$9.13K ﹤0.01%
800
– –
TAN icon
386
Invesco Solar ETF
TAN
$1.36B
$9.05K ﹤0.01%
+300
New +$10K
AIQ icon
387
Global X Artificial Intelligence & Technology ETF
AIQ
$10.2B
$9.01K ﹤0.01%
+250
New +$9.85K
QTUM icon
388
Defiance Quantum ETF
QTUM
$5.58B
$8.86K ﹤0.01%
+120
New +$9.71K
STNE icon
389
StoneCo
STNE
$2.52B
$8.81K ﹤0.01%
774
-876
-53% -$8.25K
AMAT icon
390
Applied Materials
AMAT
$415B
$8.71K ﹤0.01%
60
– –
CGDV icon
391
Capital Group Dividend Value ETF
CGDV
$38.9B
$8.55K ﹤0.01%
+240
New +$8.72K
NDAQ icon
392
Nasdaq
NDAQ
$53.4B
$7.7K ﹤0.01%
677
+71
+12% +$5.59K
AMTM
393
Amentum Holdings
AMTM
$5.97B
$7.69K ﹤0.01%
424
-6,366
-94% -$130K
IXN icon
394
iShares Global Tech ETF
IXN
$9.17B
$7.57K ﹤0.01%
100
– –
PAGS icon
395
PagSeguro Digital
PAGS
$2.54B
$7.48K ﹤0.01%
973
-117
-11% -$871
MQ icon
396
Marqeta
MQ
$1.62B
$7.29K ﹤0.01%
429
-86
-17% -$1.36K
EVTC icon
397
Evertec
EVTC
$1.77B
$7.21K ﹤0.01%
192
-30
-14% -$1.04K
RPAY icon
398
Repay Holdings
RPAY
$317M
$7.16K ﹤0.01%
993
+3
+0.3% +$21
FLYW icon
399
Flywire
FLYW
$2.11B
$6.85K ﹤0.01%
628
-42
-6% -$661
OHI icon
400
Omega Healthcare
OHI
$14.4B
$6.47K ﹤0.01%
170
– –
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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DCM
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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.