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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
+11.27%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$520M
AUM Growth
+$52.8K
Cap. Flow
-$37.2M
Cap. Flow %
-7.15%
Top 10 Hldgs %
40.75%
Holding
366
New
28
Increased
97
Reduced
101
Closed
17

Top Buys

Rank Stock Value
1
SPY icon
State Street SPDR S&P 500 ETF Trust
SPY
+$4.35M
2
HYG icon
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
+$4.06M
3
QQQ icon
Invesco QQQ Trust
QQQ
+$2.67M
4
VEEV icon
Veeva Systems
VEEV
+$2.6M
5
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.04M

Top Sells

Rank Stock Value
1
TSEM icon
Tower Semiconductor
TSEM
+$24.2M
2
AMGN icon
Amgen
AMGN
+$12.7M
3
SNY icon
Sanofi
SNY
+$12.6M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$3.19M
5
INMD icon
InMode
INMD
+$2.21M

Sector Composition

Rank Sector Weight
1 Technology 42.15%
2 Healthcare 11.26%
3 Financials 9.62%
4 Communication Services 6.49%
5 Consumer Staples 4.53%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RSKD icon
176
Riskified
RSKD
$708M
$152K 0.03%
35,248
+7,938
+29% +$32.5K
U icon
177
Unity
U
$18.7B
$151K 0.03%
3,700
– –
SCWX
178
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$147K 0.03%
24,963
+6,134
+33% +$36.9K
XAR icon
179
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.56B
$146K 0.03%
1,078
+38
+4% +$4.68K
SHOP icon
180
Shopify
SHOP
$198B
$145K 0.03%
+4,676
New +$299K
TTD icon
181
Trade Desk
TTD
$6.15B
$144K 0.03%
2,000
-2,093
-51% -$154K
VHT icon
182
Vanguard Health Care ETF
VHT
$18.9B
$143K 0.03%
570
– –
ITB icon
183
iShares US Home Construction ETF
ITB
$2.34B
$142K 0.03%
1,400
– –
SHY icon
184
iShares 1-3 Year Treasury Bond ETF
SHY
$25.5B
$142K 0.03%
1,728
+328
+23% +$26.7K
BX icon
185
Blackstone
BX
$110B
$141K 0.03%
1,080
– –
HON icon
186
Honeywell
HON
$76.9B
$137K 0.03%
694
+203
+41% +$36.6K
VIS icon
187
Vanguard Industrials ETF
VIS
$8.48B
$134K 0.03%
610
– –
AFRM icon
188
Affirm
AFRM
$25.4B
$131K 0.03%
3,105
-5
-0.2% -$145
CAE icon
189
CAE Inc. Common Shares
CAE
$8.74B
$130K 0.02%
6,000
– –
GS icon
190
Goldman Sachs
GS
$303B
$125K 0.02%
325
– –
IHAK icon
191
iShares Cybersecurity and Tech ETF
IHAK
$1.13B
$124K 0.02%
2,735
– –
XLI icon
192
State Street Industrial Select Sector SPDR ETF
XLI
$34.5B
$121K 0.02%
1,064
-40
-4% -$4.2K
MRK icon
193
Merck
MRK
$319B
$121K 0.02%
1,111
– –
XLP icon
194
State Street Consumer Staples Select Sector SPDR ETF
XLP
$14.6B
$118K 0.02%
1,635
+200
+14% +$13.9K
CSCO icon
195
Cisco
CSCO
$491B
$111K 0.02%
2,192
-150
-6% -$7.66K
ITA icon
196
iShares US Aerospace & Defense ETF
ITA
$15B
$109K 0.02%
862
+107
+14% +$12.4K
IJH icon
197
iShares Core S&P Mid-Cap ETF
IJH
$127B
$102K 0.02%
1,845
– –
SPIB icon
198
State Street SPDR Portfolio Intermediate Term Corporate Bond ETF
SPIB
$11.5B
$101K 0.02%
+3,115
New +$99K
SPSB icon
199
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$101K 0.02%
3,380
– –
EW icon
200
Edwards Lifesciences
EW
$52.7B
$100K 0.02%
1,317
-90
-6% -$6.26K
6 7
8
9 10

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DCM
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Y.D. More Investments's Q4 2023 Portfolio in Review

As of Q4 2023, Y.D. More Investments held 366 positions worth $520M, up 0.01% from $520M the previous quarter. Its ten largest holdings account for 41% of the portfolio.

Y.D. More Investments withdrew a net $37.2M in Q4 2023, closing 17 positions and reducing 101 holdings. Its most notable exit was Amgen, an estimated $12.7M position sold in full.

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

Against the trend, Y.D. More Investments opened a new position in Veeva Systems worth $2.65M.

  • Y.D. More Investments's largest Q4 2023 buy was Veeva Systems: 13,789 shares worth $2.65M.
  • Y.D. More Investments added most to State Street SPDR S&P 500 ETF Trust in Q4 2023, an estimated $4.35M increase.
  • Y.D. More Investments's biggest Q4 2023 reduction was Tower Semiconductor, cutting an estimated $24.2M.
  • Y.D. More Investments fully exited Amgen in Q4 2023, selling an estimated $12.7M.
  • Y.D. More Investments's ten largest holdings make up 41% of its $520M portfolio in Q4 2023.
  • Y.D. More Investments opened 28 new positions and closed 17 in Q4 2023.
  • Y.D. More Investments's portfolio value rose 0.01% quarter-over-quarter to $520M.

Based on Y.D. More Investments's 13F filing for Q4 2023, filed 6 Feb 2024.