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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
-4.78%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$86.9M
Cap. Flow
+$134M
Cap. Flow %
25.7%
Top 10 Hldgs %
42.1%
Holding
378
New
50
Increased
57
Reduced
129
Closed
40

Top Buys

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$30.1M
2
ITRN icon
Ituran Location and Control
ITRN
+$27.4M
3
SEDG icon
SolarEdge
SEDG
+$18.3M
4
ODD icon
ODDITY Tech
ODD
+$15.3M
5
SMWB icon
Similarweb
SMWB
+$9.89M

Top Sells

Rank Stock Value
1
VOO icon
Vanguard S&P 500 ETF
VOO
+$8.26M
2
INMD icon
InMode
INMD
+$6.81M
3
PANW icon
Palo Alto Networks
PANW
+$2.26M
4
AAPL icon
Apple
AAPL
+$2M
5
SNY icon
Sanofi
SNY
+$1.79M

Sector Composition

Rank Sector Weight
1 Technology 42.12%
2 Healthcare 19.11%
3 Financials 9.2%
4 Communication Services 6.05%
5 Consumer Discretionary 3.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
HD icon
176
Home Depot
HD
$348B
$130K 0.02%
429
-67
-14% -$21.5K
XLF icon
177
State Street Financial Select Sector SPDR ETF
XLF
$59B
$126K 0.02%
3,812
– –
CSCO icon
178
Cisco
CSCO
$488B
$126K 0.02%
2,342
– –
AGR
179
DELISTED
Avangrid, Inc.
AGR
$124K 0.02%
4,100
-800
-16% -$28.3K
SHEL icon
180
Shell
SHEL
$247B
$122K 0.02%
1,900
-200
-10% -$12.4K
RSKD icon
181
Riskified
RSKD
$715M
$120K 0.02%
27,310
+1,426
+6% +$6.57K
VIS icon
182
Vanguard Industrials ETF
VIS
$8.46B
$119K 0.02%
610
– –
JKHY icon
183
Jack Henry & Associates
JKHY
$11B
$118K 0.02%
758
-215
-22% -$34.7K
XAR icon
184
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.54B
$117K 0.02%
1,040
-100
-9% -$12K
U icon
185
Unity
U
$18.6B
$116K 0.02%
3,700
– –
BX icon
186
Blackstone
BX
$111B
$116K 0.02%
1,080
-129
-11% -$13.4K
MRK icon
187
Merck
MRK
$323B
$114K 0.02%
1,111
-100
-8% -$10.8K
SHY icon
188
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$113K 0.02%
1,400
– –
SCWX
189
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$113K 0.02%
18,829
+5,207
+38% +$35.2K
XLI icon
190
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$112K 0.02%
1,104
– –
ITB icon
191
iShares US Home Construction ETF
ITB
$2.35B
$110K 0.02%
1,400
– –
IHAK icon
192
iShares Cybersecurity and Tech ETF
IHAK
$1.12B
$105K 0.02%
2,735
– –
GS icon
193
Goldman Sachs
GS
$301B
$105K 0.02%
325
+50
+18% +$16.7K
CVE icon
194
Cenovus Energy
CVE
$54.3B
$104K 0.02%
+5,000
New +$95.5K
DHR icon
195
Danaher
DHR
$145B
$102K 0.02%
462
– –
SPSB icon
196
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$99K 0.02%
3,380
-1,400
-29% -$41.1K
ESLT icon
197
Elbit Systems
ESLT
$40.2B
$99K 0.02%
+500
New +$102K
XLP icon
198
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.7B
$98.7K 0.02%
1,435
– –
IJK icon
199
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$98.2K 0.02%
1,360
-150
-10% -$11.3K
EW icon
200
Edwards Lifesciences
EW
$53.2B
$97.3K 0.02%
1,407
-250
-15% -$20.1K
6 7
8
9 10

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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 Q3 2023 Portfolio in Review

As of Q3 2023, Y.D. More Investments held 378 positions worth $520M, up 20% from $434M the previous quarter. Its ten largest holdings account for 42% of the portfolio.

Y.D. More Investments deployed $134M of net new capital in Q3 2023, opening 50 new positions and adding to 57 existing holdings. Its largest new stake was Tower Semiconductor: 938,766 shares worth $23.1M.

By sector, the portfolio is most concentrated in Technology at 42% of assets, up from 30% a quarter earlier, followed by Healthcare and Financials.

On the sell side, the largest reduction was Vanguard S&P 500 ETF, an estimated $8.26M trimmed.

  • Y.D. More Investments's largest Q3 2023 buy was Tower Semiconductor: 938,766 shares worth $23.1M.
  • Y.D. More Investments added most to SolarEdge in Q3 2023, an estimated $18.3M increase.
  • Y.D. More Investments's biggest Q3 2023 reduction was Vanguard S&P 500 ETF, cutting an estimated $8.26M.
  • Y.D. More Investments fully exited Leonardo DRS in Q3 2023, selling an estimated $737K.
  • Y.D. More Investments's ten largest holdings make up 42% of its $520M portfolio in Q3 2023.
  • Y.D. More Investments opened 50 new positions and closed 40 in Q3 2023.
  • Y.D. More Investments's portfolio value rose 20% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q3 2023, filed 30 Oct 2023.