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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
TSLA icon
51
Tesla
TSLA
$1.3T
$3.48M 0.31%
9,713
+345
+4% +$111K
NET icon
52
Cloudflare
NET
$107B
$3.45M 0.31%
32,021
-437
-1% -$42.7K
PERI icon
53
Perion Network
PERI
$386M
$3.35M 0.3%
391,332
+36,624
+10% +$308K
UBER icon
54
Uber
UBER
$153B
$3.15M 0.28%
53,034
-2,544
-5% -$182K
XLF icon
55
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$3.1M 0.28%
64,247
+49,124
+325% +$2.38M
AVGO icon
56
Broadcom
AVGO
$2.04T
$3.03M 0.27%
13,064
+5,325
+69% +$985K
KMDA icon
57
Kamada
KMDA
$419M
$3.03M 0.27%
498,922
-210,629
-30% -$1.21M
ESTC icon
58
Elastic
ESTC
$7.81B
$2.93M 0.26%
29,597
+2,660
+10% +$246K
CVX icon
59
Chevron
CVX
$366B
$2.87M 0.26%
19,818
+747
+4% +$114K
ORCL icon
60
Oracle
ORCL
$423B
$2.76M 0.25%
16,595
-45
-0.3% -$7.99K
PCTY icon
61
Paylocity
PCTY
$7.98B
$2.72M 0.24%
13,613
+1,250
+10% +$239K
MNDY icon
62
monday.com
MNDY
$3.94B
$2.54M 0.23%
10,957
-3,075
-22% -$852K
FROG icon
63
JFrog
FROG
$10.8B
$2.48M 0.22%
84,200
-10,000
-11% -$304K
NICE icon
64
Nice
NICE
$5.97B
$2.33M 0.21%
13,695
-1,855
-12% -$331K
CYBR
65
DELISTED
CyberArk
CYBR
$2.31M 0.21%
6,936
+488
+8% +$148K
ZS icon
66
Zscaler
ZS
$27.3B
$2.31M 0.21%
12,782
-1
-0% -$194
JPM icon
67
JPMorgan Chase
JPM
$950B
$2.3M 0.21%
9,600
+1,926
+25% +$449K
IVV icon
68
iShares Core S&P 500 ETF
IVV
$904B
$2.3M 0.21%
3,904
-26
-0.7% -$15.4K
MRVL icon
69
Marvell Technology
MRVL
$196B
$2.29M 0.21%
20,743
+8,300
+67% +$771K
PG icon
70
Procter & Gamble
PG
$339B
$2.27M 0.2%
13,523
+8,813
+187% +$1.5M
PAVE icon
71
Global X US Infrastructure Development ETF
PAVE
$14.4B
$2.26M 0.2%
55,887
+9,719
+21% +$416K
ASML icon
72
ASML
ASML
$669B
$2.22M 0.2%
3,206
-4,394
-58% -$3.16M
LQD icon
73
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
$32.8B
$2.22M 0.2%
20,781
+1,367
+7% +$150K
TEVA icon
74
Teva Pharmaceuticals
TEVA
$41.2B
$2.18M 0.2%
98,700
-7,100
-7% -$129K
ADBE icon
75
Adobe
ADBE
$105B
$2.1M 0.19%
4,718
-704
-13% -$349K
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 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.