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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
REE
151
DELISTED
REE Automotive
REE
$292K 0.05%
49,997
– –
CIBR icon
152
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.3B
$275K 0.05%
4,884
+480
+11% +$27K
KIM icon
153
Kimco Realty
KIM
$16.4B
$265K 0.05%
+13,500
New +$269K
TEAM icon
154
Atlassian
TEAM
$37.8B
$262K 0.05%
1,345
+592
+79% +$129K
BB icon
155
BlackBerry
BB
$5.26B
$262K 0.05%
94,981
+48,865
+106% +$143K
ESLT icon
156
Elbit Systems
ESLT
$40.3B
$259K 0.05%
1,230
+430
+54% +$89.5K
POOL icon
157
Pool Corp
POOL
$7.5B
$253K 0.04%
628
-1,291
-67% -$505K
RSKD icon
158
Riskified
RSKD
$716M
$251K 0.04%
46,467
+11,219
+32% +$53.3K
XLY icon
159
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$250K 0.04%
2,722
– –
NABL icon
160
N-able
NABL
$940M
$248K 0.04%
18,963
+4,413
+30% +$58.4K
XLV icon
161
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$242K 0.04%
1,640
+65
+4% +$9.32K
PTLO icon
162
Portillo's
PTLO
$321M
$234K 0.04%
16,500
+10,250
+164% +$142K
ARE icon
163
Alexandria Real Estate Equities
ARE
$8.56B
$232K 0.04%
1,800
+1,025
+132% +$126K
TMO icon
164
Thermo Fisher Scientific
TMO
$220B
$227K 0.04%
391
– –
UMMA icon
165
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$227K 0.04%
9,450
+2,050
+28% +$47.5K
DIA icon
166
State Street SPDR Dow Jones Industrial Average ETF Trust
DIA
$48.5B
$224K 0.04%
562
-52
-8% -$20K
XLF icon
167
State Street Financial Select Sector SPDR ETF
XLF
$58.8B
$218K 0.04%
5,170
+691
+15% +$27.3K
SCWX
168
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$210K 0.04%
31,275
+6,312
+25% +$42.9K
EVBG
169
DELISTED
Everbridge, Inc. Common Stock
EVBG
$208K 0.04%
5,967
-891
-13% -$25.1K
SLNA
170
DELISTED
Selina Hospitality PLC Ordinary Shares
SLNA
$201K 0.04%
1,350,000
-1
-0% –
KMDA icon
171
Kamada
KMDA
$419M
$198K 0.04%
35,319
+6,317
+22% +$37.4K
AXP icon
172
American Express
AXP
$230B
$191K 0.03%
840
+20
+2% +$4.15K
FSLR icon
173
First Solar
FSLR
$26.9B
$186K 0.03%
1,100
-900
-45% -$138K
CXSE icon
174
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$185K 0.03%
7,000
– –
CVS icon
175
CVS Health
CVS
$122B
$180K 0.03%
2,260
– –
5 6
7
8 9

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KIM
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Y.D. More Investments's Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.