We are live on ! Find out more
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
+5.41%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.14B
AUM Growth
+$31.8M
Cap. Flow
+$27.1M
Cap. Flow %
2.37%
Top 10 Hldgs %
50.64%
Holding
497
New
39
Increased
196
Reduced
119
Closed
30

Top Buys

Rank Stock Value
1
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$18.6M
2
ODYS
Odysight.ai Inc
ODYS
+$10.8M
3
ENLT icon
Enlight Renewable Energy
ENLT
+$9.27M
4
ICL icon
ICL Group
ICL
+$7.18M
5
GLBE icon
Global E Online
GLBE
+$6.68M

Top Sells

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$23.5M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$8.96M
3
ITRN icon
Ituran Location and Control
ITRN
+$4.78M
4
SPNS
Sapiens International
SPNS
+$4.3M
5
TATT icon
TAT Technologies
TATT
+$4.1M

Sector Composition

Rank Sector Weight
1 Technology 32.78%
2 Industrials 19.27%
3 Utilities 9.14%
4 Materials 8.81%
5 Communication Services 4.19%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CIBR icon
151
First Trust NASDAQ Cybersecurity ETF
CIBR
$15.8B
$428K 0.04%
6,798
-1,009
-13% -$67K
AXP icon
152
American Express
AXP
$228B
$424K 0.04%
1,576
+28
+2% +$8.28K
HD icon
153
Home Depot
HD
$348B
$415K 0.04%
1,120
+90
+9% +$35.1K
ABNB icon
154
Airbnb
ABNB
$109B
$413K 0.04%
3,461
– –
INTC icon
155
Intel
INTC
$496B
$405K 0.04%
+17,850
New +$391K
DRIO icon
156
DarioHealth
DRIO
$69.6M
$400K 0.04%
32,689
-5,000
-13% -$70.6K
VRNS icon
157
Varonis Systems
VRNS
$5.01B
$398K 0.03%
9,371
+93
+1% +$4K
QLYS icon
158
Qualys
QLYS
$6.54B
$398K 0.03%
3,037
+19
+0.6% +$2.57K
RSPT icon
159
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.9B
$397K 0.03%
11,600
+1,100
+10% +$41.2K
POOL icon
160
Pool Corp
POOL
$7.34B
$392K 0.03%
1,230
– –
KIM icon
161
Kimco Realty
KIM
$16.1B
$389K 0.03%
18,317
+4,817
+36% +$105K
UNH icon
162
UnitedHealth
UNH
$372B
$379K 0.03%
742
-570
-43% -$291K
TENB icon
163
Tenable Holdings
TENB
$4.29B
$378K 0.03%
10,017
+107
+1% +$4.19K
SNY icon
164
Sanofi
SNY
$105B
$360K 0.03%
6,500
– –
MAC icon
165
Macerich
MAC
$6.86B
$359K 0.03%
20,880
-22,000
-51% -$421K
WFC icon
166
Wells Fargo
WFC
$264B
$349K 0.03%
4,862
+449
+10% +$33.7K
HLT icon
167
Hilton Worldwide
HLT
$70B
$341K 0.03%
1,500
– –
IGV icon
168
iShares Expanded Tech-Software Sector ETF
IGV
$15.1B
$333K 0.03%
3,740
-120
-3% -$11.9K
NEE icon
169
NextEra Energy
NEE
$175B
$331K 0.03%
4,682
-836
-15% -$59K
RSSL
170
Global X Russell 2000 ETF
RSSL
$1.54B
$329K 0.03%
4,192
-1,621
-28% -$138K
AGG icon
171
iShares Core US Aggregate Bond ETF
AGG
$138B
$328K 0.03%
3,320
+1,950
+142% +$191K
PYPL icon
172
PayPal
PYPL
$50.1B
$326K 0.03%
4,999
+479
+11% +$37.3K
SHOP icon
173
Shopify
SHOP
$198B
$321K 0.03%
2,952
-209
-7% -$22.8K
BXP icon
174
Boston Properties
BXP
$10.8B
$315K 0.03%
4,690
– –
SPUS icon
175
SP Funds S&P 500 Sharia ETF
SPUS
$3.07B
$308K 0.03%
7,900
– –
5 6
7
8 9

Similar funds

SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
Exencial Wealth Advisors Oklahoma City, Oklahoma $3.22B AUM 20.17% 1-Year Est. Return
KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

Y.D. More Investments's Q1 2025 Portfolio in Review

As of Q1 2025, Y.D. More Investments held 497 positions worth $1.14B, up 2.9% from $1.11B the previous quarter. Its ten largest holdings account for 51% of the portfolio.

Y.D. More Investments's Q1 2025 filing shows 39 new, 196 increased, 119 reduced and 30 closed positions. Its largest new stake was Odysight.ai Inc: 1,697,823 shares worth $11.9M. The largest sale was ODDITY Tech, an estimated $23.5M.

By sector, the portfolio is most concentrated in Technology at 33% of assets, down from 39% a quarter earlier, followed by Industrials and Utilities.

  • Y.D. More Investments's largest Q1 2025 buy was Odysight.ai Inc: 1,697,823 shares worth $11.9M.
  • Y.D. More Investments added most to iShares iBoxx $ Investment Grade Corporate Bond ETF in Q1 2025, an estimated $18.6M increase.
  • Y.D. More Investments's biggest Q1 2025 reduction was ODDITY Tech, cutting an estimated $23.5M.
  • Y.D. More Investments fully exited SoFi Technologies in Q1 2025, selling an estimated $1.03M.
  • Y.D. More Investments's ten largest holdings make up 51% of its $1.14B portfolio in Q1 2025.
  • Y.D. More Investments opened 39 new positions and closed 30 in Q1 2025.
  • Y.D. More Investments's portfolio value rose 2.9% quarter-over-quarter to $1.14B.

Based on Y.D. More Investments's 13F filing for Q1 2025, filed 12 May 2025.