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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QLYS icon
151
Qualys
QLYS
$6.35B
$423K 0.04%
3,018
-95
-3% -$13.2K
POOL icon
152
Pool Corp
POOL
$7.5B
$419K 0.04%
1,230
+1,080
+720% +$394K
VRNS icon
153
Varonis Systems
VRNS
$5B
$412K 0.04%
9,278
-209
-2% -$10.9K
HD icon
154
Home Depot
HD
$355B
$401K 0.04%
1,030
+85
+9% +$34.7K
NEE icon
155
NextEra Energy
NEE
$177B
$396K 0.04%
5,518
-82
-1% -$6.37K
RSPT icon
156
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.87B
$393K 0.04%
10,500
– –
XLV icon
157
State Street Health Care Select Sector SPDR ETF
XLV
$43.3B
$390K 0.04%
2,839
+399
+16% +$58.4K
TENB icon
158
Tenable Holdings
TENB
$4.01B
$390K 0.04%
9,910
-163
-2% -$6.76K
IGV icon
159
iShares Expanded Tech-Software Sector ETF
IGV
$14.7B
$386K 0.03%
3,860
-120
-3% -$11.9K
PYPL icon
160
PayPal
PYPL
$50.5B
$386K 0.03%
4,520
-1,014
-18% -$85.3K
XLY icon
161
State Street Consumer Discretionary Select Sector SPDR ETF
XLY
$23.8B
$377K 0.03%
3,362
-60
-2% -$6.42K
HLT icon
162
Hilton Worldwide
HLT
$71.5B
$371K 0.03%
1,500
– –
BXP icon
163
Boston Properties
BXP
$11.1B
$349K 0.03%
4,690
-1,200
-20% -$97.3K
SPUS icon
164
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$339K 0.03%
7,900
– –
SHOP icon
165
Shopify
SHOP
$195B
$336K 0.03%
3,161
-720
-19% -$70K
KIM icon
166
Kimco Realty
KIM
$16.4B
$316K 0.03%
13,500
– –
SNY icon
167
Sanofi
SNY
$104B
$313K 0.03%
6,500
– –
RRX icon
168
Regal Rexnord
RRX
$11.9B
$310K 0.03%
2,000
– –
WFC icon
169
Wells Fargo
WFC
$264B
$310K 0.03%
4,413
+2,152
+95% +$147K
FSLR icon
170
First Solar
FSLR
$26.9B
$295K 0.03%
1,675
+675
+68% +$134K
FIS icon
171
Fidelity National Information Services
FIS
$22.1B
$288K 0.03%
3,566
+188
+6% +$16.2K
INTU icon
172
Intuit
INTU
$89B
$283K 0.03%
450
– –
ELLO icon
173
Ellomay Capital Ltd
ELLO
$271M
$261K 0.02%
16,189
-2,555
-14% -$37.2K
BB icon
174
BlackBerry
BB
$5.26B
$254K 0.02%
67,209
-94
-0.1% -$250
BX icon
175
Blackstone
BX
$110B
$250K 0.02%
2,343
+544
+30% +$94.8K
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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BIG
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DCM
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Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.