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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
FISV
126
Fiserv Inc
FISV
$27.6B
$364K 0.07%
2,743
+421
+18% +$51.7K
ACWI icon
127
iShares MSCI ACWI ETF
ACWI
$33.3B
$355K 0.07%
3,497
-570
-14% -$54.5K
FIS icon
128
Fidelity National Information Services
FIS
$21.9B
$346K 0.07%
5,863
+949
+19% +$52.1K
FSLR icon
129
First Solar
FSLR
$25.5B
$345K 0.07%
2,000
-800
-29% -$122K
ARKK icon
130
ARK Innovation ETF
ARKK
$6.35B
$325K 0.06%
+6,200
New +$268K
PG icon
131
Procter & Gamble
PG
$339B
$318K 0.06%
2,174
+113
+5% +$16.7K
RRX icon
132
Regal Rexnord
RRX
$11.7B
$311K 0.06%
2,100
-850
-29% -$107K
LRCX icon
133
Lam Research
LRCX
$386B
$305K 0.06%
3,900
– –
OLLI icon
134
Ollie's Bargain Outlet
OLLI
$4.84B
$304K 0.06%
4,000
– –
WCN
135
Waste Connections
WCN
$41.9B
$299K 0.06%
2,000
-570
-22% -$78.3K
QCOM icon
136
Qualcomm
QCOM
$172B
$298K 0.06%
+2,060
New +$255K
TJX icon
137
TJX Companies
TJX
$177B
$283K 0.05%
3,020
+1,120
+59% +$100K
VRNS icon
138
Varonis Systems
VRNS
$5.02B
$280K 0.05%
6,420
-8,936
-58% -$336K
TSEM icon
139
Tower Semiconductor
TSEM
$29.5B
$278K 0.05%
9,110
-929,656
-99% -$24.2M
RPD icon
140
Rapid7
RPD
$769M
$278K 0.05%
4,891
-3,647
-43% -$191K
MU icon
141
Micron Technology
MU
$994B
$268K 0.05%
3,140
+970
+45% +$72.1K
HD icon
142
Home Depot
HD
$348B
$265K 0.05%
766
+337
+79% +$104K
REE
143
DELISTED
REE Automotive
REE
$257K 0.05%
49,997
-3
-0% -$13
ALGN icon
144
Align Technology
ALGN
$12.5B
$256K 0.05%
933
– –
RSPT icon
145
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.9B
$245K 0.05%
7,500
– –
XLY icon
146
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$243K 0.05%
2,722
-200
-7% -$16.6K
INVZ icon
147
Innoviz Technologies
INVZ
$115M
$242K 0.05%
95,500
-13,500
-12% -$25.9K
SLNA
148
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
$240K 0.05%
1,350,001
-3,611,678
-73% -$979K
CIBR icon
149
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$237K 0.05%
4,404
+74
+2% +$3.58K
DIA icon
150
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.4B
$231K 0.04%
614
+12
+2% +$4.19K
4 5
6
7 8

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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.