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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
+11.45%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$444M
AUM Growth
+$31M
Cap. Flow
-$1.67M
Cap. Flow %
-0.38%
Top 10 Hldgs %
56.01%
Holding
438
New
31
Increased
105
Reduced
127
Closed
85

Top Buys

Rank Stock Value
1
QQQ icon
Invesco QQQ Trust
QQQ
+$34.8M
2
PFE icon
Pfizer
PFE
+$28.3M
3
TAK icon
Takeda Pharmaceutical
TAK
+$7.06M
4
META icon
Meta Platforms (Facebook)
META
+$5.11M
5
SMH icon
VanEck Semiconductor ETF
SMH
+$4.75M

Top Sells

Rank Stock Value
1
ITRN icon
Ituran Location and Control
ITRN
+$22M
2
ASAN icon
Asana
ASAN
+$9.55M
3
SMWB icon
Similarweb
SMWB
+$8.32M
4
ARBE icon
Arbe Robotics
ARBE
+$6.14M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$5.7M

Sector Composition

Rank Sector Weight
1 Healthcare 28%
2 Technology 25.55%
3 Financials 10.21%
4 Communication Services 6.48%
5 Consumer Discretionary 3.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
MRVL icon
151
Marvell Technology
MRVL
$192B
$152K 0.03%
3,500
-4,730
-57% -$199K
TMUS icon
152
T-Mobile US
TMUS
$189B
$148K 0.03%
1,023
-977
-49% -$142K
XAR icon
153
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.53B
$146K 0.03%
1,250
+630
+102% +$73.3K
NOBL icon
154
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$146K 0.03%
3,200
– –
VHT icon
155
Vanguard Health Care ETF
VHT
$18.9B
$136K 0.03%
570
+240
+73% +$57.8K
CAE icon
156
CAE Inc. Common Shares
CAE
$8.65B
$136K 0.03%
6,000
– –
EW icon
157
Edwards Lifesciences
EW
$53.2B
$132K 0.03%
1,597
+237
+17% +$18.6K
CSCO icon
158
Cisco
CSCO
$490B
$131K 0.03%
2,502
-150
-6% -$7.33K
KBWB icon
159
Invesco KBW Bank ETF
KBWB
$6.72B
$129K 0.03%
3,074
+661
+27% +$34.6K
MRK icon
160
Merck
MRK
$323B
$129K 0.03%
1,211
+125
+12% +$13.5K
TTD icon
161
Trade Desk
TTD
$6.13B
$127K 0.03%
2,093
– –
WMS icon
162
Advanced Drainage Systems
WMS
$10.7B
$126K 0.03%
1,500
– –
ABBV icon
163
AbbVie
ABBV
$433B
$126K 0.03%
791
+500
+172% +$76.4K
SLB icon
164
SLB Ltd
SLB
$77.9B
$123K 0.03%
+2,500
New +$133K
AMT icon
165
American Tower
AMT
$78.8B
$120K 0.03%
589
-55
-9% -$11.5K
U icon
166
Unity
U
$18.7B
$120K 0.03%
3,700
-750
-17% -$24.1K
IJK icon
167
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$119K 0.03%
1,660
-80
-5% -$5.71K
VIS icon
168
Vanguard Industrials ETF
VIS
$8.45B
$116K 0.03%
610
– –
VCIT icon
169
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.5B
$116K 0.03%
1,445
-250
-15% -$19.8K
SHY icon
170
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$115K 0.03%
1,400
-170
-11% -$13.9K
NFLX icon
171
Netflix
NFLX
$315B
$114K 0.03%
3,300
+2,780
+535% +$92K
HON icon
172
Honeywell
HON
$77B
$111K 0.03%
618
+230
+59% +$43.2K
BX icon
173
Blackstone
BX
$112B
$106K 0.02%
1,209
– –
MMM icon
174
3M
MMM
$93.8B
$105K 0.02%
1,197
-60
-5% -$5.66K
IHAK icon
175
iShares Cybersecurity and Tech ETF
IHAK
$1.13B
$104K 0.02%
2,855
– –
5 6
7
8 9

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EWA
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KIM
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DCM
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Y.D. More Investments's Q1 2023 Portfolio in Review

As of Q1 2023, Y.D. More Investments held 438 positions worth $444M, up 7.5% from $413M the previous quarter. Its ten largest holdings account for 56% of the portfolio.

Y.D. More Investments's Q1 2023 filing shows 31 new, 105 increased, 127 reduced and 85 closed positions. Its largest new stake was Gen Digital: 65,184 shares worth $1.12M. The largest sale was Ituran Location and Control, an estimated $22M.

By sector, the portfolio is most concentrated in Healthcare at 28% of assets, up from 22% a quarter earlier, followed by Technology and Financials.

  • Y.D. More Investments's largest Q1 2023 buy was Gen Digital: 65,184 shares worth $1.12M.
  • Y.D. More Investments added most to Invesco QQQ Trust in Q1 2023, an estimated $34.8M increase.
  • Y.D. More Investments's biggest Q1 2023 reduction was Alphabet (Google) Class C, cutting an estimated $5.7M.
  • Y.D. More Investments fully exited Ituran Location and Control in Q1 2023, selling an estimated $22M.
  • Y.D. More Investments's ten largest holdings make up 56% of its $444M portfolio in Q1 2023.
  • Y.D. More Investments opened 31 new positions and closed 85 in Q1 2023.
  • Y.D. More Investments's portfolio value rose 7.5% quarter-over-quarter to $444M.

Based on Y.D. More Investments's 13F filing for Q1 2023, filed 11 May 2023.