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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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
94.69%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ituran Location and Control
ITRN
|
+$23.6M |
| 2 |
Microsoft
MSFT
|
+$23.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
InMode
INMD
|
+$15.7M |
| 5 |
TSMC
TSM
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.66% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
26
Kornit Digital
KRNT
$791M
| $3.66M | 0.89% |
+165,986
| New | +$4.15M |
|
27
Meta Platforms (Facebook)
META
$1.51T
| $3.15M | 0.76% |
+26,159
| New | +$3.07M |
|
28
Ormat Technologies
ORA
$6.65B
| $2.98M | 0.72% |
+34,035
| New | +$3.05M |
|
29
Invesco QQQ Trust
QQQ
$481B
| $2.58M | 0.63% |
+9,688
| New | +$2.68M |
|
30
Pool Corp
POOL
$7.5B
| $2.56M | 0.62% |
+8,343
| New | +$2.64M |
|
31
Nutrien
NTR
$30.7B
| $2.53M | 0.61% |
+34,524
| New | +$2.73M |
|
32
Perion Network
PERI
$386M
| $2.47M | 0.6% |
+97,477
| New | +$2.37M |
|
33
L3Harris
LHX
$53.4B
| $2.29M | 0.56% |
+11,090
| New | +$2.5M |
|
34
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
| $2.21M | 0.54% |
+64,396
| New | +$2.18M |
|
35
NVIDIA
NVDA
$5.42T
| $2.15M | 0.52% |
+147,550
| New | +$2.16M |
|
36
SolarEdge
SEDG
$1.95B
| $1.95M | 0.47% |
+6,953
| New | +$1.85M |
|
37
iShares Core S&P 500 ETF
IVV
$904B
| $1.93M | 0.47% |
+5,000
| New | +$1.93M |
|
38
Adobe
ADBE
$105B
| $1.87M | 0.45% |
+5,536
| New | +$1.77M |
|
39
Salesforce
CRM
$158B
| $1.82M | 0.44% |
+13,737
| New | +$2M |
|
40
NextEra Energy
NEE
$177B
| $1.8M | 0.44% |
+21,377
| New | +$1.73M |
|
41
Datadog
DDOG
$84B
| $1.71M | 0.41% |
+23,077
| New | +$1.8M |
|
42
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
| $1.69M | 0.41% |
+5,085
| New | +$1.65M |
|
43
Invesco Leisure and Entertainment ETF
PEJ
$308M
| $1.63M | 0.39% |
+44,630
| New | +$1.67M |
|
44
McDonald's
MCD
$195B
| $1.59M | 0.39% |
+5,980
| New | +$1.58M |
|
45
Walt Disney
DIS
$181B
| $1.54M | 0.37% |
+17,725
| New | +$1.7M |
|
46
Camtek
CAMT
$7.25B
| $1.53M | 0.37% |
+69,689
| New | +$1.61M |
|
47
iShares MSCI Emerging Markets ETF
EEM
$30B
| $1.52M | 0.37% |
+39,433
| New | +$1.45M |
|
48
Macerich
MAC
$6.92B
| $1.49M | 0.36% |
+132,061
| New | +$1.49M |
|
49
State Street Technology Select Sector SPDR ETF
XLK
$123B
| $1.46M | 0.35% |
+23,446
| New | +$1.49M |
|
50
RH
RH
$3.71B
| $1.41M | 0.34% |
+5,249
| New | +$1.37M |
|
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Y.D. More Investments's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
- Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
- Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.
Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.