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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SPUS icon
151
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$203K 0.04%
6,580
– –
DIA icon
152
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$202K 0.04%
602
– –
CIBR icon
153
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$196K 0.04%
4,330
-889
-17% -$40.7K
PCTY icon
154
Paylocity
PCTY
$7.91B
$192K 0.04%
+1,054
New +$212K
XLV icon
155
State Street Health Care Select Sector SPDR ETF
XLV
$43.8B
$190K 0.04%
1,480
– –
MRVL icon
156
Marvell Technology
MRVL
$194B
$189K 0.04%
3,500
– –
TGT icon
157
Target
TGT
$68.7B
$186K 0.04%
1,686
+67
+4% +$8.51K
NKE icon
158
Nike
NKE
$61.9B
$171K 0.03%
1,784
-3,150
-64% -$324K
FLOT icon
159
iShares Floating Rate Bond ETF
FLOT
$10.5B
$170K 0.03%
24,500
+23,500
+2,350% +$1.19M
TJX icon
160
TJX Companies
TJX
$177B
$169K 0.03%
1,900
+200
+12% +$17.6K
FICO icon
161
Fair Isaac
FICO
$22.8B
$156K 0.03%
180
– –
LHX icon
162
L3Harris
LHX
$54.7B
$152K 0.03%
875
-1,050
-55% -$193K
TEAM icon
163
Atlassian
TEAM
$37.5B
$152K 0.03%
+753
New +$143K
DAVA icon
164
Endava
DAVA
$155M
$149K 0.03%
+2,600
New +$136K
UMMA icon
165
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$149K 0.03%
7,400
– –
TMO icon
166
Thermo Fisher Scientific
TMO
$220B
$148K 0.03%
292
-50
-15% -$26.6K
MU icon
167
Micron Technology
MU
$987B
$147K 0.03%
2,170
-310
-13% -$20.8K
NOBL icon
168
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$142K 0.03%
3,200
– –
CAE icon
169
CAE Inc. Common Shares
CAE
$8.79B
$140K 0.03%
6,000
– –
SYF icon
170
Synchrony
SYF
$25.5B
$140K 0.03%
4,345
-1,379
-24% -$45.9K
NTR icon
171
Nutrien
NTR
$31.2B
$137K 0.03%
2,226
+665
+43% +$42.1K
CVS icon
172
CVS Health
CVS
$122B
$137K 0.03%
1,960
-126
-6% -$8.93K
EVBG
173
DELISTED
Everbridge, Inc. Common Stock
EVBG
$135K 0.03%
5,709
+529
+10% +$13.6K
VHT icon
174
Vanguard Health Care ETF
VHT
$19B
$134K 0.03%
570
– –
ATVI
175
DELISTED
Activision Blizzard
ATVI
$130K 0.02%
1,386
-260
-16% -$23.7K
5 6
7
8 9

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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 Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.