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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
+11.27%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$52.8K
Cap. Flow
-$37.2M
Cap. Flow %
-7.15%
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
101
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.35M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.06M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M
4
VEEV icon
Veeva Systems
VEEV
+$2.6M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.04M

Top Sells

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$24.2M
2
AMGN icon
Amgen
AMGN
+$12.7M
3
SNY icon
Sanofi
SNY
+$12.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.19M
5
INMD icon
InMode
INMD
+$2.21M

Sector Composition

Rank Sector Weight
1 Technology 42.15%
2 Healthcare 11.26%
3 Financials 9.62%
4 Communication Services 6.49%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GOOGL icon
26
Alphabet (Google) Class A
GOOGL
$4.33T
$5.34M 1.03%
38,250
-400
-1% -$53.7K
CAMT icon
27
Camtek
CAMT
$7.25B
$5.29M 1.02%
76,292
-5,812
-7% -$354K
NICE icon
28
Nice
NICE
$5.97B
$4.94M 0.95%
24,756
+709
+3% +$128K
AMD icon
29
Advanced Micro Devices
AMD
$789B
$4.77M 0.92%
32,389
+7,770
+32% +$916K
IVV icon
30
iShares Core S&P 500 ETF
IVV
$904B
$4.44M 0.85%
9,300
+1,300
+16% +$582K
CRWD icon
31
CrowdStrike
CRWD
$218B
$4.33M 0.83%
70,300
+5,668
+9% +$297K
INMD icon
32
InMode
INMD
$880M
$4.23M 0.81%
190,051
-98,313
-34% -$2.21M
ARBE icon
33
Arbe Robotics
ARBE
$94.2M
$4.06M 0.78%
1,861,324
– –
ORA icon
34
Ormat Technologies
ORA
$6.65B
$3.91M 0.75%
51,599
+14,600
+39% +$991K
UBER icon
35
Uber
UBER
$153B
$3.84M 0.74%
62,362
-4,947
-7% -$259K
ULTA icon
36
Ulta Beauty
ULTA
$24.3B
$3.77M 0.72%
7,685
+1,700
+28% +$717K
V icon
37
Visa
V
$677B
$3.38M 0.65%
12,975
+1,089
+9% +$268K
FTNT icon
38
Fortinet
FTNT
$117B
$3.27M 0.63%
61,964
+31,198
+101% +$1.72M
ADBE icon
39
Adobe
ADBE
$105B
$3.24M 0.62%
5,439
+507
+10% +$292K
DDOG icon
40
Datadog
DDOG
$84B
$3.16M 0.61%
27,535
+8,845
+47% +$911K
CMCT
41
Creative Media & Community Trust
CMCT
$13M
$3.07M 0.59%
34
– –
NVS icon
42
Novartis
NVS
$297B
$3.04M 0.58%
30,070
-13,730
-31% -$1.33M
J icon
43
Jacobs Solutions
J
$17B
$3.02M 0.58%
28,151
+3,072
+12% +$334K
BAC icon
44
Bank of America
BAC
$442B
$2.94M 0.56%
87,228
+12,319
+16% +$359K
FTCS icon
45
First Trust Capital Strength ETF
FTCS
$7.95B
$2.85M 0.55%
35,697
+7,639
+27% +$581K
MDLZ icon
46
Mondelez International
MDLZ
$79.9B
$2.79M 0.54%
38,519
+1,902
+5% +$130K
KRNT icon
47
Kornit Digital
KRNT
$791M
$2.73M 0.52%
142,406
-6,500
-4% -$113K
VEEV icon
48
Veeva Systems
VEEV
$37.4B
$2.65M 0.51%
+13,789
New +$2.6M
ZS icon
49
Zscaler
ZS
$27.3B
$2.58M 0.5%
11,816
+1,629
+16% +$302K
JPM icon
50
JPMorgan Chase
JPM
$950B
$2.43M 0.47%
14,281
-62
-0.4% -$9.4K
1
2
3 4 5

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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 2023 Portfolio in Review

As of Q4 2023, Y.D. More Investments held 366 positions worth $520M, up 0.01% from $520M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Y.D. More Investments withdrew a net $37.2M in Q4 2023, closing 17 positions and reducing 101 holdings. Its most notable exit was Amgen, an estimated $12.7M position sold in full.

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

Against the trend, Y.D. More Investments opened a new position in Veeva Systems worth $2.65M.

  • Y.D. More Investments's largest Q4 2023 buy was Veeva Systems: 13,789 shares worth $2.65M.
  • Y.D. More Investments added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $4.35M increase.
  • Y.D. More Investments's biggest Q4 2023 reduction was Tower Semiconductor, cutting an estimated $24.2M.
  • Y.D. More Investments fully exited Amgen in Q4 2023, selling an estimated $12.7M.
  • Y.D. More Investments's ten largest holdings make up 41% of its $520M portfolio in Q4 2023.
  • Y.D. More Investments opened 28 new positions and closed 17 in Q4 2023.
  • Y.D. More Investments's portfolio value rose 0.01% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.