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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
AIRR icon
401
First Trust RBA American Industrial Renaissance ETF
AIRR
$10.7B
$760 ﹤0.01%
+3,600
New +$287K
FXO icon
402
First Trust Financials AlphaDEX Fund
FXO
$1.14B
$668 ﹤0.01%
+4,500
New +$247K
PGR icon
403
Progressive
PGR
$124B
$470 ﹤0.01%
716
+389
+119% +$97.9K
PLX icon
404
Protalix BioTherapeutics
PLX
$200M
$414 ﹤0.01%
220
– –
DUK icon
405
Duke Energy
DUK
$94.5B
$379 ﹤0.01%
1,282
+22
+2% +$2.49K
SCHW
406
Charles Schwab
SCHW
$188B
$374 ﹤0.01%
1,845
+1,015
+122% +$76K
LLY icon
407
Eli Lilly
LLY
$1.1T
$362 ﹤0.01%
171
+35
+26% +$29K
MRSH
408
Marsh
MRSH
$91B
$353 ﹤0.01%
606
+332
+121% +$73.7K
CB icon
409
Chubb
CB
$134B
$347 ﹤0.01%
458
+208
+83% +$59.1K
KKR icon
410
KKR & Co
KKR
$93.2B
$343 ﹤0.01%
846
+468
+124% +$68.7K
OTLY
411
Oatly Group
OTLY
$419M
$331 ﹤0.01%
+25
New +$368
AON icon
412
Aon
AON
$75.7B
$264 ﹤0.01%
268
+155
+137% +$57K
USB icon
413
US Bancorp
USB
$100B
$254 ﹤0.01%
1,933
+1,061
+122% +$52.2K
TMUS icon
414
T-Mobile US
TMUS
$191B
$252 ﹤0.01%
417
+84
+25% +$19.1K
MCO icon
415
Moody's
MCO
$82.8B
$251 ﹤0.01%
193
+105
+119% +$50.1K
AJG icon
416
Arthur J. Gallagher & Co
AJG
$64.7B
$211 ﹤0.01%
271
+150
+124% +$43.7K
TFC icon
417
Truist Financial
TFC
$63.4B
$196 ﹤0.01%
1,645
+819
+99% +$36.5K
BNY
418
Bank of New York Mellon
BNY
$108B
$191 ﹤0.01%
905
+482
+114% +$37.3K
AMP icon
419
Ameriprise Financial
AMP
$49.2B
$177 ﹤0.01%
121
+66
+120% +$35.2K
AFL icon
420
Aflac
AFL
$61.2B
$175 ﹤0.01%
617
+323
+110% +$35.2K
ALL icon
421
Allstate
ALL
$68.2B
$174 ﹤0.01%
329
+183
+125% +$35.5K
MSCI icon
422
MSCI
MSCI
$40.9B
$161 ﹤0.01%
98
+54
+123% +$32.4K
ACGL icon
423
Arch Capital
ACGL
$33.5B
$118 ﹤0.01%
467
+260
+126% +$26.2K
HIG icon
424
Hartford Financial Services
HIG
$38.7B
$109 ﹤0.01%
365
+199
+120% +$23.1K
WTW icon
425
Willis Towers Watson
WTW
$31.9B
$108 ﹤0.01%
126
+69
+121% +$21.2K
15 16
17
18 19

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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.