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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
TAK icon
126
Takeda Pharmaceutical
TAK
$55.9B
$431K 0.08%
31,000
-1,223,591
-98% -$17.8M
SHOP icon
127
Shopify
SHOP
$198B
$429K 0.08%
5,560
+884
+19% +$69.8K
PG icon
128
Procter & Gamble
PG
$339B
$407K 0.07%
2,514
+340
+16% +$53.3K
IGV icon
129
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$399K 0.07%
4,680
+175
+4% +$14.8K
DV icon
130
DoubleVerify
DV
$2.03B
$393K 0.07%
+11,176
New +$416K
MU icon
131
Micron Technology
MU
$993B
$392K 0.07%
3,340
+200
+6% +$18.1K
GS icon
132
Goldman Sachs
GS
$301B
$386K 0.07%
925
+600
+185% +$233K
LRCX icon
133
Lam Research
LRCX
$384B
$379K 0.07%
3,900
– –
BXP icon
134
Boston Properties
BXP
$10.8B
$379K 0.07%
5,800
-110
-2% -$7.28K
WCN
135
Waste Connections
WCN
$41.9B
$378K 0.07%
2,200
+200
+10% +$32.1K
VRNS icon
136
Varonis Systems
VRNS
$5.02B
$372K 0.07%
7,893
+1,473
+23% +$70.1K
RSPT icon
137
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.9B
$369K 0.07%
10,500
+3,000
+40% +$101K
ACWI icon
138
iShares MSCI ACWI ETF
ACWI
$33.3B
$368K 0.07%
3,342
-155
-4% -$16.3K
ESRT icon
139
Empire State Realty Trust
ESRT
$798M
$362K 0.06%
35,700
-55,700
-61% -$549K
RRX icon
140
Regal Rexnord
RRX
$11.7B
$360K 0.06%
2,000
-100
-5% -$15.6K
UPWK icon
141
Upwork
UPWK
$1.2B
$360K 0.06%
+29,340
New +$399K
XYZ
142
Block Inc
XYZ
$47.5B
$353K 0.06%
4,174
-1,211
-22% -$87.6K
FICO icon
143
Fair Isaac
FICO
$22.9B
$331K 0.06%
265
+85
+47% +$106K
RPD icon
144
Rapid7
RPD
$767M
$321K 0.06%
6,553
+1,662
+34% +$91.2K
OLLI icon
145
Ollie's Bargain Outlet
OLLI
$4.8B
$318K 0.06%
4,000
– –
HD icon
146
Home Depot
HD
$347B
$317K 0.06%
826
+60
+8% +$21.9K
SNY icon
147
Sanofi
SNY
$104B
$316K 0.06%
6,500
-6,210
-49% -$303K
TSEM icon
148
Tower Semiconductor
TSEM
$29.3B
$314K 0.06%
9,380
+270
+3% +$8.4K
FIS icon
149
Fidelity National Information Services
FIS
$22B
$305K 0.05%
4,116
-1,747
-30% -$114K
SPUS icon
150
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$299K 0.05%
7,900
+1,320
+20% +$47.6K
4 5
6
7 8

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YCM
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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.