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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CRM icon
26
Salesforce
CRM
$158B
$3.06M 0.69%
15,307
+1,570
+11% +$265K
NVDA icon
27
NVIDIA
NVDA
$5.42T
$3.03M 0.68%
109,010
-38,540
-26% -$834K
CRWD icon
28
CrowdStrike
CRWD
$218B
$2.75M 0.62%
80,052
+26,412
+49% +$764K
POOL icon
29
Pool Corp
POOL
$7.5B
$2.69M 0.61%
7,852
-491
-6% -$174K
ADBE icon
30
Adobe
ADBE
$105B
$2.49M 0.56%
6,459
+923
+17% +$328K
SEDG icon
31
SolarEdge
SEDG
$1.95B
$2.11M 0.48%
6,953
– –
XLF icon
32
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$2.06M 0.46%
64,092
-304
-0.5% -$10.6K
IVV icon
33
iShares Core S&P 500 ETF
IVV
$904B
$2.06M 0.46%
5,000
– –
OKTA icon
34
Okta
OKTA
$25.8B
$1.89M 0.43%
21,890
+2,555
+13% +$194K
XLK icon
35
State Street Technology Select Sector SPDR ETF
XLK
$123B
$1.68M 0.38%
22,292
-1,154
-5% -$79.4K
NEE icon
36
NextEra Energy
NEE
$177B
$1.65M 0.37%
21,387
+10
+0% +$769
TSLA icon
37
Tesla
TSLA
$1.3T
$1.63M 0.37%
7,847
-1,750
-18% -$305K
FTNT icon
38
Fortinet
FTNT
$117B
$1.6M 0.36%
24,145
-672
-3% -$38.2K
EEM icon
39
iShares MSCI Emerging Markets ETF
EEM
$30B
$1.57M 0.35%
39,800
+367
+0.9% +$14.6K
SGEN
40
DELISTED
Seagen Inc. Common Stock
SGEN
$1.52M 0.34%
7,500
– –
EQIX icon
41
Equinix
EQIX
$103B
$1.52M 0.34%
2,107
-1
-0% -$704
DDOG icon
42
Datadog
DDOG
$84B
$1.52M 0.34%
20,896
-2,181
-9% -$160K
XLE icon
43
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.43M 0.32%
34,600
+33,940
+5,142% +$1.45M
NET icon
44
Cloudflare
NET
$107B
$1.4M 0.32%
22,692
-6,003
-21% -$328K
AKAM icon
45
Akamai
AKAM
$15.9B
$1.37M 0.31%
17,517
+4,310
+33% +$349K
FTCS icon
46
First Trust Capital Strength ETF
FTCS
$7.95B
$1.34M 0.3%
18,378
+16,848
+1,101% +$1.24M
PYPL icon
47
PayPal
PYPL
$50.5B
$1.27M 0.29%
16,779
-989
-6% -$76.2K
INTU icon
48
Intuit
INTU
$89B
$1.26M 0.28%
2,818
-150
-5% -$61.6K
WDAY icon
49
Workday
WDAY
$44.4B
$1.24M 0.28%
5,988
+230
+4% +$41.8K
MAC icon
50
Macerich
MAC
$6.92B
$1.23M 0.28%
116,035
-16,026
-12% -$190K
1
2
3 4 5

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EWA
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KIM
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YCM
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Y.D. More Investments's Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.