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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
INTU icon
76
Intuit
INTU
$89.8B
$1.05M 0.2%
1,685
– –
XLE icon
77
State Street Energy Select Sector SPDR ETF
XLE
$38.5B
$978K 0.19%
23,324
-8,446
-27% -$361K
OKTA icon
78
Okta
OKTA
$26.2B
$949K 0.18%
13,181
-12,497
-49% -$953K
GPN icon
79
Global Payments
GPN
$22.8B
$924K 0.18%
7,423
+5,247
+241% +$608K
CAT icon
80
Caterpillar
CAT
$385B
$912K 0.18%
3,089
+211
+7% +$54.7K
ESRT icon
81
Empire State Realty Trust
ESRT
$824M
$886K 0.17%
91,400
+41,400
+83% +$359K
DOCU
82
DocuSign
DOCU
$11.4B
$805K 0.15%
16,178
-12,164
-43% -$558K
SOFI icon
83
SoFi Technologies
SOFI
$23.6B
$804K 0.15%
80,807
+18,600
+30% +$148K
NFLX icon
84
Netflix
NFLX
$310B
$798K 0.15%
16,380
+9,980
+156% +$436K
PCTY icon
85
Paylocity
PCTY
$7.91B
$796K 0.15%
4,830
+3,776
+358% +$636K
MNDY icon
86
monday.com
MNDY
$3.59B
$790K 0.15%
4,208
+902
+27% +$145K
TEVA icon
87
Teva Pharmaceuticals
TEVA
$41.3B
$787K 0.15%
75,420
-500
-0.7% -$4.67K
POOL icon
88
Pool Corp
POOL
$7.36B
$765K 0.15%
1,919
-665
-26% -$233K
NEE icon
89
NextEra Energy
NEE
$176B
$732K 0.14%
12,044
-4,866
-29% -$277K
ADSK icon
90
Autodesk
ADSK
$52.6B
$722K 0.14%
2,966
– –
IHI icon
91
iShares US Medical Devices ETF
IHI
$3.39B
$721K 0.14%
13,372
+2,110
+19% +$103K
PAVE icon
92
Global X US Infrastructure Development ETF
PAVE
$14.4B
$707K 0.14%
20,544
-14,700
-42% -$458K
GM icon
93
General Motors
GM
$76.6B
$706K 0.14%
19,650
-5,000
-20% -$155K
DOX icon
94
Amdocs
DOX
$6.18B
$705K 0.14%
8,025
– –
PWSC
95
DELISTED
PowerSchool Holdings, Inc.
PWSC
$704K 0.14%
108,384
+5,163
+5% +$114K
WMT icon
96
Walmart Inc
WMT
$887B
$700K 0.13%
13,320
+2,130
+19% +$113K
LIN icon
97
Linde
LIN
$225B
$651K 0.13%
1,585
-225
-12% -$88.7K
KWEB icon
98
KraneShares CSI China Internet ETF
KWEB
$5.69B
$647K 0.12%
23,970
-11,834
-33% -$321K
SNY icon
99
Sanofi
SNY
$104B
$632K 0.12%
12,710
-258,630
-95% -$12.6M
SBUX icon
100
Starbucks
SBUX
$120B
$609K 0.12%
6,348
+2,118
+50% +$206K
2 3
4
5 6

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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.