We are live on ! Find out more
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
VTWO icon
51
Vanguard Russell 2000 ETF
VTWO
$17.4B
$2.28M 0.44%
+28,175
New +$2.04M
NET icon
52
Cloudflare
NET
$107B
$2.26M 0.43%
28,981
+4,188
+17% +$293K
DRIO icon
53
DarioHealth
DRIO
$71.2M
$2.22M 0.43%
64,426
– –
SPLK
54
DELISTED
Splunk Inc
SPLK
$2.03M 0.39%
13,431
+958
+8% +$143K
ENPH icon
55
Enphase Energy
ENPH
$5.53B
$1.88M 0.36%
14,260
+11,960
+520% +$1.27M
BRK.B icon
56
Berkshire Hathaway Class B
BRK.B
$1.13T
$1.77M 0.34%
4,960
+1,319
+36% +$463K
LQD icon
57
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$1.76M 0.34%
15,929
+76
+0.5% +$7.91K
SOXX icon
58
iShares Semiconductor ETF
SOXX
$45.9B
$1.61M 0.31%
8,406
+129
+2% +$21.6K
KLAC icon
59
KLA
KLAC
$259B
$1.6M 0.31%
27,500
-4,000
-13% -$208K
ESTC icon
60
Elastic
ESTC
$7.81B
$1.55M 0.3%
13,559
-6,577
-33% -$585K
CVX icon
61
Chevron
CVX
$366B
$1.52M 0.29%
10,195
+9,994
+4,972% +$1.51M
MCD icon
62
McDonald's
MCD
$195B
$1.43M 0.28%
4,836
+171
+4% +$46.5K
NVMI
63
Nova
NVMI
$12.5B
$1.42M 0.27%
10,300
+5,400
+110% +$624K
AKAM icon
64
Akamai
AKAM
$15.9B
$1.38M 0.27%
12,085
-2,253
-16% -$251K
PERI icon
65
Perion Network
PERI
$386M
$1.36M 0.26%
43,978
– –
BAH icon
66
Booz Allen Hamilton
BAH
$9.15B
$1.34M 0.26%
10,679
-2,417
-18% -$301K
TSLA icon
67
Tesla
TSLA
$1.3T
$1.33M 0.26%
5,356
-49
-0.9% -$11.6K
TBLA icon
68
Taboola.com
TBLA
$1.11B
$1.3M 0.25%
300,000
– –
NOW icon
69
ServiceNow
NOW
$129B
$1.29M 0.25%
9,140
+400
+5% +$50.4K
DT icon
70
Dynatrace
DT
$14.2B
$1.28M 0.25%
23,647
-7,701
-25% -$389K
MAC icon
71
Macerich
MAC
$6.92B
$1.25M 0.24%
81,330
+745
+0.9% +$8.88K
EQIX icon
72
Equinix
EQIX
$103B
$1.23M 0.24%
1,528
-401
-21% -$308K
WDAY icon
73
Workday
WDAY
$44.4B
$1.19M 0.23%
4,328
-830
-16% -$198K
GEN icon
74
Gen Digital
GEN
$17.5B
$1.15M 0.22%
51,740
-22,312
-30% -$442K
UNH icon
75
UnitedHealth
UNH
$370B
$1.09M 0.21%
2,072
+260
+14% +$139K
1 2
3
4 5

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.