We are live on ! Find out more
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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow %
94.69%
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–

Top Buys

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$23.6M
2
MSFT icon
Microsoft
MSFT
+$23.5M
3
VOO icon
Vanguard S&P 500 ETF
VOO
+$22.2M
4
INMD icon
InMode
INMD
+$15.7M
5
TSM icon
TSMC
TSM
+$15.4M

Top Sells

No sells this quarter

Sector Composition

Rank Sector Weight
1 Technology 35.66%
2 Healthcare 22.15%
3 Financials 10.91%
4 Communication Services 6.96%
5 Industrials 3.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
JNJ icon
151
Johnson & Johnson
JNJ
$628B
$230K 0.06%
+1,298
New +$224K
SPUS icon
152
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$223K 0.05%
+8,650
New +$224K
XSOE icon
153
WisdomTree Emerging Markets ex-State-Owned Enterprises Fund
XSOE
$2.08B
$215K 0.05%
+7,930
New +$206K
AGR
154
DELISTED
Avangrid, Inc.
AGR
$213K 0.05%
+4,900
New +$203K
NKE icon
155
Nike
NKE
$62.1B
$210K 0.05%
+1,793
New +$181K
BAC icon
156
Bank of America
BAC
$445B
$206K 0.05%
+6,205
New +$214K
TGT icon
157
Target
TGT
$69.1B
$206K 0.05%
+1,386
New +$217K
DQ
158
Daqo New Energy
DQ
$1B
$201K 0.05%
+5,100
New +$250K
CIEN icon
159
Ciena
CIEN
$56.2B
$198K 0.05%
+3,900
New +$176K
VRSN icon
160
VeriSign
VRSN
$26.8B
$189K 0.05%
+922
New +$177K
XLY icon
161
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.7B
$189K 0.05%
+2,922
New +$204K
OLLI icon
162
Ollie's Bargain Outlet
OLLI
$4.82B
$188K 0.05%
+4,000
New +$216K
GTM
163
ZoomInfo Technologies
GTM
$1.23B
$178K 0.04%
+5,919
New +$204K
MAR icon
164
Marriott International
MAR
$90.2B
$174K 0.04%
+1,178
New +$181K
PLD icon
165
Prologis
PLD
$131B
$172K 0.04%
+1,508
New +$167K
CIBR icon
166
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$169K 0.04%
+4,368
New +$173K
HD icon
167
Home Depot
HD
$347B
$167K 0.04%
+522
New +$159K
XOM icon
168
ExxonMobil
XOM
$659B
$164K 0.04%
+1,500
New +$161K
CTRA
169
DELISTED
Coterra Energy
CTRA
$159K 0.04%
+6,500
New +$179K
GXC icon
170
State Street SPDR S&P China ETF
GXC
$485M
$159K 0.04%
+2,000
New +$145K
SPSB icon
171
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$156K 0.04%
+5,330
New +$156K
KNBE
172
DELISTED
KnowBe4, Inc. Class A Common Stock
KNBE
$151K 0.04%
+21,473
New +$523K
TENB icon
173
Tenable Holdings
TENB
$4.28B
$146K 0.04%
+13,693
New +$502K
NOBL icon
174
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$145K 0.04%
+3,200
New +$142K
UMMA icon
175
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$145K 0.04%
+7,400
New +$137K
5 6
7
8 9

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q4 2022 Portfolio in Review

Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.

Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.

By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.

  • Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
  • Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
  • Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.

Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.