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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
APD icon
451
Air Products & Chemicals
APD
$68.6B
$32 ﹤0.01%
40
+8
+25% +$2.51K
GL icon
452
Globe Life
GL
$14.2B
$32 ﹤0.01%
103
+55
+115% +$5.93K
MKTX icon
453
MarketAxess Holdings
MKTX
$5.72B
$30 ﹤0.01%
48
+24
+100% +$6.32K
FCX icon
454
Freeport-McMoran
FCX
$98.7B
$27 ﹤0.01%
258
+53
+26% +$2.37K
BEN icon
455
Franklin Resources
BEN
$17B
$21 ﹤0.01%
375
+207
+123% +$4.36K
LILAK icon
456
Liberty Latin America Class C
LILAK
$1.65B
$19 ﹤0.01%
3
– –
PSFE icon
457
Paysafe
PSFE
$366M
$19 ﹤0.01%
402
+63
+19% +$1.28K
LILA icon
458
Liberty Latin America Class A
LILA
$1.67B
$6 ﹤0.01%
1
– –
AEP icon
459
American Electric Power
AEP
$66.9B
– –
-152
Closed -$14.9K
ALGN icon
460
Align Technology
ALGN
$12.5B
– –
-200
Closed -$50.9K
CSTE icon
461
Caesarstone
CSTE
$88.2M
– –
-8,000
Closed -$36.5K
DHR icon
462
Danaher
DHR
$147B
– –
-435
Closed -$121K
DQ
463
Daqo New Energy
DQ
$989M
– –
-1,000
Closed -$20.4K
DVY icon
464
iShares Select Dividend ETF
DVY
$23.6B
– –
-165
Closed -$22.3K
FNGS icon
465
MicroSectors FANG+ ETNs due Jan 8 2038
FNGS
$606M
– –
-780
Closed -$38.5K
FTLS icon
466
First Trust Long/Short Equity ETF
FTLS
$2.49B
– –
-600
Closed -$38.1K
GDOT icon
467
Green Dot
GDOT
$752M
– –
-681
Closed -$6.46K
ICLN icon
468
iShares Global Clean Energy ETF
ICLN
$2.08B
– –
-6,500
Closed -$95.5K
INVZ icon
469
Innoviz Technologies
INVZ
$114M
– –
-25,000
Closed -$20.7K
LI icon
470
Li Auto
LI
$12.6B
– –
-500
Closed -$12.8K
LOW icon
471
Lowe's Companies
LOW
$123B
– –
-81
Closed –
MKL icon
472
Markel Group
MKL
$22.8B
– –
-440
Closed -$690K
NXPI icon
473
NXP Semiconductors
NXPI
$58.9B
– –
-350
Closed -$84K
PSA icon
474
Public Storage
PSA
$60.8B
– –
-25
Closed -$19
RH icon
475
RH
RH
$3.47B
– –
-120
Closed -$40.1K
16 17 18
19
20

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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.