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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
XLE icon
101
State Street Energy Select Sector SPDR ETF
XLE
$37.6B
$1.21M 0.11%
28,254
+5,000
+22% +$227K
BAC icon
102
Bank of America
BAC
$442B
$1.21M 0.11%
27,525
-33,028
-55% -$1.45M
AKAM icon
103
Akamai
AKAM
$15.9B
$1.19M 0.11%
12,393
-422
-3% -$41.4K
VTWO icon
104
Vanguard Russell 2000 ETF
VTWO
$17.4B
$1.14M 0.1%
12,720
-24,850
-66% -$2.29M
GM icon
105
General Motors
GM
$76.8B
$1.13M 0.1%
21,240
-2,000
-9% -$105K
OKTA icon
106
Okta
OKTA
$25.8B
$1.11M 0.1%
14,136
-230
-2% -$17.8K
KLAC icon
107
KLA
KLAC
$259B
$1.1M 0.1%
17,500
-600
-3% -$40.5K
QCOM icon
108
Qualcomm
QCOM
$176B
$1.1M 0.1%
7,110
-4,000
-36% -$655K
TBLA icon
109
Taboola.com
TBLA
$1.11B
$1.09M 0.1%
300,000
– –
AZO icon
110
AutoZone
AZO
$51.1B
$1.09M 0.1%
340
– –
SOFI icon
111
SoFi Technologies
SOFI
$23.7B
$1.03M 0.09%
67,039
– –
ADSK icon
112
Autodesk
ADSK
$52.6B
$1M 0.09%
3,384
+35
+1% +$10.3K
XOM icon
113
ExxonMobil
XOM
$634B
$980K 0.09%
9,114
-161
-2% -$18.8K
MCHI icon
114
iShares MSCI China ETF
MCHI
$6.38B
$937K 0.08%
20,000
– –
S icon
115
SentinelOne
S
$7.34B
$893K 0.08%
40,209
-319
-0.8% -$8.14K
IAU icon
116
iShares Gold Trust
IAU
$64.4B
$891K 0.08%
18,000
– –
PFE icon
117
Pfizer
PFE
$153B
$884K 0.08%
33,307
+7,602
+30% +$206K
LRCX icon
118
Lam Research
LRCX
$390B
$856K 0.08%
11,850
+7,950
+204% +$603K
MAC icon
119
Macerich
MAC
$6.92B
$854K 0.08%
42,880
-29,200
-41% -$570K
VT icon
120
Vanguard Total World Stock ETF
VT
$81.3B
$848K 0.08%
7,085
– –
IHI icon
121
iShares US Medical Devices ETF
IHI
$3.37B
$840K 0.08%
14,416
-820
-5% -$48.7K
GPN icon
122
Global Payments
GPN
$22.8B
$779K 0.07%
6,949
+120
+2% +$13.1K
SONY icon
123
Sony
SONY
$138B
$763K 0.07%
36,065
– –
TJX icon
124
TJX Companies
TJX
$178B
$761K 0.07%
6,300
-700
-10% -$83.6K
GS icon
125
Goldman Sachs
GS
$303B
$736K 0.07%
1,677
+64
+4% +$35.7K
3 4
5
6 7

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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.