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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
+4.59%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$413M
AUM Growth
–
Cap. Flow
+$391M
Cap. Flow
% of AUM
94.69%
Top 10 Holdings %
Top 10 Hldgs %
46.67%
Holding
407
New
406
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Ituran Location and Control
ITRN
|
+$23.6M |
| 2 |
Microsoft
MSFT
|
+$23.5M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$22.2M |
| 4 |
InMode
INMD
|
+$15.7M |
| 5 |
TSMC
TSM
|
+$15.4M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Technology | 35.66% |
| 2 | Healthcare | 22.15% |
| 3 | Financials | 10.91% |
| 4 | Communication Services | 6.96% |
| 5 | Industrials | 3.42% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
176
Wells Fargo
WFC
$265B
| $145K | 0.04% |
+3,500
| New | +$155K |
|
177
CVS Health
CVS
$122B
| $143K | 0.03% |
+1,526
| New | +$147K |
|
178
American Tower
AMT
$79B
| $139K | 0.03% |
+644
| New | +$134K |
|
|
AIOT
179
PowerFleet Inc
AIOT
$397M
| $138K | 0.03% |
+53,020
| New | +$145K |
|
180
LKQ Corp
LKQ
$6.19B
| $135K | 0.03% |
+2,500
| New | +$132K |
|
181
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$67.6B
| $132K | 0.03% |
+1,695
| New | +$130K |
|
|
FORG
182
DELISTED
ForgeRock, Inc.
FORG
| $132K | 0.03% |
+5,801
| New | +$126K |
|
183
Oracle
ORCL
$429B
| $131K | 0.03% |
+1,612
| New | +$123K |
|
184
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
| $127K | 0.03% |
+1,570
| New | +$127K |
|
185
Unity
U
$18.6B
| $127K | 0.03% |
+4,450
| New | +$139K |
|
186
3M
MMM
$93.7B
| $127K | 0.03% |
+1,257
| New | +$128K |
|
187
Cisco
CSCO
$485B
| $126K | 0.03% |
+2,652
| New | +$121K |
|
188
Invesco KBW Bank ETF
KBWB
$6.75B
| $125K | 0.03% |
+2,413
| New | +$127K |
|
189
Advanced Drainage Systems
WMS
$10.7B
| $124K | 0.03% |
+1,500
| New | +$152K |
|
190
Danaher
DHR
$145B
| $123K | 0.03% |
+519
| New | +$120K |
|
191
Invesco S&P 500 Equal Weight Technology ETF
RSPT
$5.88B
| $121K | 0.03% |
+4,980
| New | +$122K |
|
192
Micron Technology
MU
$984B
| $121K | 0.03% |
+2,385
| New | +$131K |
|
193
Merck
MRK
$321B
| $120K | 0.03% |
+1,086
| New | +$111K |
|
194
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
| $119K | 0.03% |
+1,740
| New | +$120K |
|
195
Nice
NICE
$5.99B
| $116K | 0.03% |
+600
| New | +$116K |
|
196
CAE Inc. Common Shares
CAE
$8.8B
| $116K | 0.03% |
+6,000
| New | +$115K |
|
197
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
| $115K | 0.03% |
+1,535
| New | +$112K |
|
198
Sunrun
RUN
$2.4B
| $115K | 0.03% |
+4,800
| New | +$128K |
|
199
First Trust Capital Strength ETF
FTCS
$8B
| $115K | 0.03% |
+1,530
| New | +$113K |
|
200
Vanguard Industrials ETF
VIS
$8.47B
| $112K | 0.03% |
+610
| New | +$109K |
|
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Y.D. More Investments's Q4 2022 Portfolio in Review
Q4 2022 is the first quarter with a 13F filing on record for Y.D. More Investments, which disclosed 407 positions worth $413M. Its ten largest holdings account for 47% of the portfolio.
Its largest position is Ituran Location and Control: 1,036,215 shares worth $22M.
By sector, the portfolio is most concentrated in Technology at 36% of assets, followed by Healthcare and Financials.
- Y.D. More Investments's largest Q4 2022 buy was Ituran Location and Control: 1,036,215 shares worth $22M.
- Y.D. More Investments's ten largest holdings make up 47% of its $413M portfolio in Q4 2022.
- Y.D. More Investments disclosed 407 positions in Q4 2022, its first 13F filing on record.
Based on Y.D. More Investments's 13F filing for Q4 2022, filed 6 Feb 2023.