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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
+11.27%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$52.8K
Cap. Flow
-$37.2M
Cap. Flow %
-7.15%
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
101
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.35M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.06M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M
4
VEEV icon
Veeva Systems
VEEV
+$2.6M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.04M

Top Sells

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$24.2M
2
AMGN icon
Amgen
AMGN
+$12.7M
3
SNY icon
Sanofi
SNY
+$12.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.19M
5
INMD icon
InMode
INMD
+$2.21M

Sector Composition

Rank Sector Weight
1 Technology 42.15%
2 Healthcare 11.26%
3 Financials 9.62%
4 Communication Services 6.49%
5 Consumer Staples 4.53%
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
$225K 0.04%
6,580
– –
LZ icon
152
LegalZoom.com
LZ
$988M
$216K 0.04%
19,119
– –
TGT icon
153
Target
TGT
$68B
$215K 0.04%
1,509
-177
-10% -$21.6K
XLV icon
154
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$215K 0.04%
1,575
+95
+6% +$12.4K
JNJ icon
155
Johnson & Johnson
JNJ
$625B
$211K 0.04%
1,349
-115
-8% -$17.6K
MRVL icon
156
Marvell Technology
MRVL
$196B
$211K 0.04%
3,500
– –
FICO icon
157
Fair Isaac
FICO
$22.5B
$210K 0.04%
180
– –
TMO icon
158
Thermo Fisher Scientific
TMO
$220B
$207K 0.04%
391
+99
+34% +$47.9K
DAVA icon
159
Endava
DAVA
$156M
$202K 0.04%
2,600
– –
CXSE icon
160
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$196K 0.04%
7,000
– –
ICLN icon
161
iShares Global Clean Energy ETF
ICLN
$2.1B
$195K 0.04%
12,500
-5,000
-29% -$70.3K
CPAY icon
162
Corpay
CPAY
$25.7B
$189K 0.04%
738
-30
-4% -$7.45K
NKE icon
163
Nike
NKE
$61.9B
$182K 0.03%
1,672
-112
-6% -$12K
TEAM icon
164
Atlassian
TEAM
$37.8B
$179K 0.03%
753
– –
CVS icon
165
CVS Health
CVS
$122B
$178K 0.03%
2,260
+300
+15% +$21.4K
KMDA icon
166
Kamada
KMDA
$419M
$177K 0.03%
29,002
+15,000
+107% +$75.6K
NABL icon
167
N-able
NABL
$940M
$177K 0.03%
14,550
-11,012
-43% -$140K
ESLT icon
168
Elbit Systems
ESLT
$40.3B
$171K 0.03%
800
+300
+60% +$60.6K
UMMA icon
169
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$169K 0.03%
7,400
– –
FLOT icon
170
iShares Floating Rate Bond ETF
FLOT
$10.5B
$169K 0.03%
24,500
– –
XLF icon
171
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$168K 0.03%
4,479
+667
+17% +$23.1K
LHX icon
172
L3Harris
LHX
$53.4B
$158K 0.03%
750
-125
-14% -$23.5K
EVBG
173
DELISTED
Everbridge, Inc. Common Stock
EVBG
$155K 0.03%
6,858
+1,149
+20% +$24.8K
AXP icon
174
American Express
AXP
$230B
$153K 0.03%
820
-1,605
-66% -$258K
NOBL icon
175
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$152K 0.03%
3,200
– –
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 Q4 2023 Portfolio in Review

As of Q4 2023, Y.D. More Investments held 366 positions worth $520M, up 0.01% from $520M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Y.D. More Investments withdrew a net $37.2M in Q4 2023, closing 17 positions and reducing 101 holdings. Its most notable exit was Amgen, an estimated $12.7M position sold in full.

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

Against the trend, Y.D. More Investments opened a new position in Veeva Systems worth $2.65M.

  • Y.D. More Investments's largest Q4 2023 buy was Veeva Systems: 13,789 shares worth $2.65M.
  • Y.D. More Investments added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $4.35M increase.
  • Y.D. More Investments's biggest Q4 2023 reduction was Tower Semiconductor, cutting an estimated $24.2M.
  • Y.D. More Investments fully exited Amgen in Q4 2023, selling an estimated $12.7M.
  • Y.D. More Investments's ten largest holdings make up 41% of its $520M portfolio in Q4 2023.
  • Y.D. More Investments opened 28 new positions and closed 17 in Q4 2023.
  • Y.D. More Investments's portfolio value rose 0.01% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.