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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
DOCU
51
DocuSign
DOCU
$11.4B
$1.21M 0.27%
20,729
-3,706
-15% -$221K
SPLK
52
DELISTED
Splunk Inc
SPLK
$1.19M 0.27%
12,407
-3,721
-23% -$357K
PAVE icon
53
Global X US Infrastructure Development ETF
PAVE
$14.3B
$1.15M 0.26%
40,544
+1,730
+4% +$49K
MCD icon
54
McDonald's
MCD
$194B
$1.14M 0.26%
4,065
-1,915
-32% -$513K
ZS icon
55
Zscaler
ZS
$28.3B
$1.13M 0.26%
9,697
-326
-3% -$39.1K
GEN icon
56
Gen Digital
GEN
$17.6B
$1.12M 0.25%
+65,184
New +$1.31M
DIS icon
57
Walt Disney
DIS
$178B
$1.1M 0.25%
10,952
-6,773
-38% -$683K
KWEB icon
58
KraneShares CSI China Internet ETF
KWEB
$5.73B
$1.04M 0.24%
33,474
+2,937
+10% +$93.9K
BRK.B icon
59
Berkshire Hathaway Class B
BRK.B
$1.15T
$1.02M 0.23%
3,298
+325
+11% +$100K
AMD icon
60
Advanced Micro Devices
AMD
$777B
$983K 0.22%
10,030
-8,020
-44% -$653K
LNG icon
61
Cheniere Energy
LNG
$54.3B
$894K 0.2%
5,670
-800
-12% -$121K
NOW icon
62
ServiceNow
NOW
$131B
$824K 0.19%
8,865
+750
+9% +$65.3K
NTR icon
63
Nutrien
NTR
$31.2B
$798K 0.18%
10,812
-23,712
-69% -$1.83M
MDLZ icon
64
Mondelez International
MDLZ
$78.6B
$781K 0.18%
11,215
+3,691
+49% +$244K
XSOE icon
65
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.08B
$780K 0.18%
28,000
+20,070
+253% +$563K
SBUX icon
66
Starbucks
SBUX
$120B
$739K 0.17%
7,100
+731
+11% +$76.1K
FISV
67
Fiserv Inc
FISV
$27.4B
$739K 0.17%
6,536
-1,934
-23% -$213K
SOXX icon
68
iShares Semiconductor ETF
SOXX
$45.3B
$714K 0.16%
4,818
+2,376
+97% +$324K
SOFI icon
69
SoFi Technologies
SOFI
$23.4B
$702K 0.16%
115,594
-2,000
-2% -$12.1K
J icon
70
Jacobs Solutions
J
$17.2B
$670K 0.15%
6,900
+2,990
+76% +$298K
TEVA icon
71
Teva Pharmaceuticals
TEVA
$41.3B
$667K 0.15%
75,420
-4,000
-5% -$39.6K
FSLR icon
72
First Solar
FSLR
$25.4B
$663K 0.15%
3,050
– –
LHX icon
73
L3Harris
LHX
$54.6B
$636K 0.14%
3,240
-7,850
-71% -$1.61M
IHI icon
74
iShares US Medical Devices ETF
IHI
$3.42B
$621K 0.14%
11,522
+1,936
+20% +$103K
UNH icon
75
UnitedHealth
UNH
$374B
$601K 0.14%
1,273
+125
+11% +$60.3K
1 2
3
4 5

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KIM
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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.