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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
XBI icon
126
State Street SPDR S&P Biotech ETF
XBI
$10.3B
$681K 0.06%
7,565
-35
-0.5% -$3.39K
BKNG icon
127
Booking.com
BKNG
$161B
$666K 0.06%
3,350
+300
+10% +$57.7K
UNH icon
128
UnitedHealth
UNH
$370B
$663K 0.06%
1,312
-1,796
-58% -$1.02M
DOX icon
129
Amdocs
DOX
$6.22B
$659K 0.06%
7,739
-330
-4% -$29K
ENPH icon
130
Enphase Energy
ENPH
$5.53B
$624K 0.06%
9,090
-4,450
-33% -$353K
XME icon
131
State Street SPDR S&P Metals & Mining ETF
XME
$4.48B
$624K 0.06%
11,000
– –
JNJ icon
132
Johnson & Johnson
JNJ
$625B
$611K 0.06%
4,217
-77
-2% -$11.9K
COST icon
133
Costco
COST
$420B
$610K 0.05%
745
-46
-6% -$42.7K
DRIO icon
134
DarioHealth
DRIO
$71.2M
$593K 0.05%
37,689
– –
XLK icon
135
State Street Technology Select Sector SPDR ETF
XLK
$123B
$582K 0.05%
5,008
+400
+9% +$46.5K
PSI icon
136
Invesco Semiconductors ETF
PSI
$2.53B
$572K 0.05%
9,879
– –
TTWO icon
137
Take-Two Interactive
TTWO
$46.1B
$563K 0.05%
3,061
+61
+2% +$10.6K
NKE icon
138
Nike
NKE
$61.9B
$552K 0.05%
7,300
+300
+4% +$23.6K
LIN icon
139
Linde
LIN
$226B
$548K 0.05%
1,310
– –
SNOW icon
140
Snowflake
SNOW
$115B
$540K 0.05%
3,500
– –
FICO icon
141
Fair Isaac
FICO
$22.5B
$528K 0.05%
265
– –
MU icon
142
Micron Technology
MU
$991B
$509K 0.05%
5,978
-3,032
-34% -$308K
CIBR icon
143
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$494K 0.04%
7,807
+1,863
+31% +$117K
ACWI icon
144
iShares MSCI ACWI ETF
ACWI
$33.4B
$486K 0.04%
4,140
+490
+13% +$58.8K
WCN
145
Waste Connections
WCN
$42B
$472K 0.04%
2,750
– –
AXP icon
146
American Express
AXP
$230B
$459K 0.04%
1,548
+251
+19% +$72.1K
ABNB icon
147
Airbnb
ABNB
$107B
$455K 0.04%
3,461
+100
+3% +$13.5K
FTXN icon
148
First Trust Nasdaq Oil & Gas ETF
FTXN
$154M
$446K 0.04%
15,500
+1,500
+11% +$45.1K
OLLI icon
149
Ollie's Bargain Outlet
OLLI
$4.94B
$439K 0.04%
4,000
– –
FISV
150
Fiserv Inc
FISV
$27.9B
$426K 0.04%
2,076
-62
-3% -$12.7K
4 5
6
7 8

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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.