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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PAVE icon
76
Global X US Infrastructure Development ETF
PAVE
$14.3B
$1.31M 0.23%
33,014
+12,470
+61% +$451K
OKTA icon
77
Okta
OKTA
$26.4B
$1.28M 0.23%
12,254
-927
-7% -$85.5K
IGSB icon
78
iShares 1-5 Year Investment Grade Corporate Bond ETF
IGSB
$23.3B
$1.27M 0.23%
24,785
+24,130
+3,684% +$1.23M
EQIX icon
79
Equinix
EQIX
$102B
$1.26M 0.22%
1,522
-6
-0.4% -$5.05K
DOCU
80
DocuSign
DOCU
$11.5B
$1.16M 0.21%
19,446
+3,268
+20% +$185K
UNH icon
81
UnitedHealth
UNH
$373B
$1.11M 0.2%
2,252
+180
+9% +$91.5K
MAC icon
82
Macerich
MAC
$6.87B
$1.11M 0.2%
64,580
-16,750
-21% -$273K
INTU icon
83
Intuit
INTU
$90.2B
$1.11M 0.2%
1,705
+20
+1% +$12.8K
XLE icon
84
State Street Energy Select Sector SPDR ETF
XLE
$38.9B
$1.1M 0.2%
23,324
– –
GM icon
85
General Motors
GM
$77.9B
$1.03M 0.18%
22,650
+3,000
+15% +$116K
AVGO icon
86
Broadcom
AVGO
$2.03T
$997K 0.18%
7,520
+7,220
+2,407% +$895K
IHI icon
87
iShares US Medical Devices ETF
IHI
$3.42B
$968K 0.17%
16,537
+3,165
+24% +$179K
ADSK icon
88
Autodesk
ADSK
$53.7B
$966K 0.17%
3,709
+743
+25% +$188K
GPN icon
89
Global Payments
GPN
$22.7B
$964K 0.17%
7,216
-207
-3% -$27.4K
VTWO icon
90
Vanguard Russell 2000 ETF
VTWO
$17.3B
$886K 0.16%
10,420
-17,755
-63% -$1.43M
XOM icon
91
ExxonMobil
XOM
$656B
$883K 0.16%
7,600
+1,800
+31% +$188K
PERI icon
92
Perion Network
PERI
$358M
$874K 0.15%
38,859
-5,119
-12% -$130K
DOX icon
93
Amdocs
DOX
$6.16B
$836K 0.15%
9,250
+1,225
+15% +$112K
AZO icon
94
AutoZone
AZO
$50.2B
$819K 0.15%
260
+230
+767% +$657K
VT icon
95
Vanguard Total World Stock ETF
VT
$81.3B
$783K 0.14%
+7,085
New +$749K
S icon
96
SentinelOne
S
$7.6B
$783K 0.14%
33,578
+10,617
+46% +$277K
CYBR
97
DELISTED
CyberArk
CYBR
$782K 0.14%
2,943
+206
+8% +$51K
QLYS icon
98
Qualys
QLYS
$6.54B
$763K 0.14%
4,570
+1,583
+53% +$280K
QCOM icon
99
Qualcomm
QCOM
$172B
$721K 0.13%
4,260
+2,200
+107% +$340K
TJX icon
100
TJX Companies
TJX
$177B
$710K 0.13%
7,000
+3,980
+132% +$386K
2 3
4
5 6

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KIM
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YCM
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SC
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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.