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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MA icon
26
Mastercard
MA
$493B
$5.12M 0.98%
12,939
+1,972
+18% +$792K
CAMT icon
27
Camtek
CAMT
$7.25B
$5.11M 0.98%
+82,104
New +$4.05M
GOOGL icon
28
Alphabet (Google) Class A
GOOGL
$4.33T
$5.06M 0.97%
38,650
-1,192
-3% -$154K
NVDA icon
29
NVIDIA
NVDA
$5.42T
$4.86M 0.93%
111,720
+3,910
+4% +$175K
SMH icon
30
VanEck Semiconductor ETF
SMH
$71.8B
$4.76M 0.91%
32,808
-4,240
-11% -$642K
NVS icon
31
Novartis
NVS
$297B
$4.46M 0.86%
43,800
-6
-0% -$609
DRIO icon
32
DarioHealth
DRIO
$71.2M
$4.23M 0.81%
64,426
-8,910
-12% -$600K
NICE icon
33
Nice
NICE
$5.97B
$4.09M 0.79%
24,047
+3,069
+15% +$611K
ARBE icon
34
Arbe Robotics
ARBE
$94.2M
$3.91M 0.75%
+1,861,324
New +$5M
IVV icon
35
iShares Core S&P 500 ETF
IVV
$904B
$3.44M 0.66%
8,000
+1,000
+14% +$447K
CMCT
36
Creative Media & Community Trust
CMCT
$13M
$3.37M 0.65%
34
– –
ENLT icon
37
Enlight Renewable Energy
ENLT
$11.9B
$3.23M 0.62%
+205,639
New +$3.57M
UBER icon
38
Uber
UBER
$153B
$3.1M 0.59%
67,309
+10,563
+19% +$483K
J icon
39
Jacobs Solutions
J
$17B
$2.83M 0.54%
25,079
+17,348
+224% +$1.87M
KRNT icon
40
Kornit Digital
KRNT
$791M
$2.82M 0.54%
+148,906
New +$3.67M
V icon
41
Visa
V
$677B
$2.73M 0.53%
11,886
-3,902
-25% -$938K
CRWD icon
42
CrowdStrike
CRWD
$218B
$2.7M 0.52%
64,632
-2,108
-3% -$81.9K
ORA icon
43
Ormat Technologies
ORA
$6.65B
$2.59M 0.5%
36,999
-650
-2% -$50.4K
MDLZ icon
44
Mondelez International
MDLZ
$79.9B
$2.54M 0.49%
36,617
+23,426
+178% +$1.69M
AMD icon
45
Advanced Micro Devices
AMD
$789B
$2.53M 0.49%
24,619
+162
+0.7% +$17.6K
ADBE icon
46
Adobe
ADBE
$105B
$2.51M 0.48%
4,932
-816
-14% -$428K
ULTA icon
47
Ulta Beauty
ULTA
$24.3B
$2.39M 0.46%
5,985
+363
+6% +$159K
OKTA icon
48
Okta
OKTA
$25.8B
$2.13M 0.41%
25,678
+1,415
+6% +$107K
JPM icon
49
JPMorgan Chase
JPM
$950B
$2.08M 0.4%
14,343
-190
-1% -$28.5K
FTCS icon
50
First Trust Capital Strength ETF
FTCS
$7.95B
$2.06M 0.4%
28,058
-1,409
-5% -$107K
1
2
3 4 5

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EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
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 Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.