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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
+3.37%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$955M
AUM Growth
-$25.6M
Cap. Flow
-$30.7M
Cap. Flow %
-3.21%
Top 10 Hldgs %
43.43%
Holding
475
New
18
Increased
186
Reduced
133
Closed
27

Top Buys

Rank Stock Value
1
TATT icon
TAT Technologies
TATT
+$19.4M
2
IEI icon
iShares 3-7 Year Treasury Bond ETF
IEI
+$11.9M
3
USHY icon
iShares Broad USD High Yield Corporate Bond ETF
USHY
+$11.3M
4
ENLT icon
Enlight Renewable Energy
ENLT
+$10.1M
5
VCIT icon
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
+$9.68M

Top Sells

Rank Stock Value
1
PSEC icon
Prospect Capital
PSEC
+$29.1M
2
NVMI
Nova
NVMI
+$12.9M
3
CAMT icon
Camtek
CAMT
+$12.8M
4
TSEM icon
Tower Semiconductor
TSEM
+$9.53M
5
TSM icon
TSMC
TSM
+$6.82M

Sector Composition

Rank Sector Weight
1 Technology 40.02%
2 Industrials 13.05%
3 Utilities 9.1%
4 Materials 6.52%
5 Communication Services 4.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FSLR icon
176
First Solar
FSLR
$25.3B
$249K 0.03%
1,000
– –
VZ icon
177
Verizon
VZ
$194B
$243K 0.03%
5,409
+1,625
+43% +$67.8K
UMMA icon
178
Wahed Dow Jones Islamic World ETF
UMMA
$288M
$241K 0.03%
9,450
– –
NABL icon
179
N-able
NABL
$620M
$232K 0.02%
15,666
-1,577
-9% -$21.1K
CXSE icon
180
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$506M
$232K 0.02%
7,000
– –
ABBV icon
181
AbbVie
ABBV
$434B
$231K 0.02%
1,171
+38
+3% +$7.09K
ELLO icon
182
Ellomay Capital Ltd
ELLO
$279M
$229K 0.02%
18,744
-2,105
-10% -$26.3K
RPD icon
183
Rapid7
RPD
$765M
$227K 0.02%
5,306
-511
-9% -$19.2K
TMO icon
184
Thermo Fisher Scientific
TMO
$220B
$224K 0.02%
362
-12
-3% -$7.1K
XLC icon
185
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$219K 0.02%
2,430
– –
BX icon
186
Blackstone
BX
$111B
$219K 0.02%
1,799
+19
+1% +$2.64K
ARE icon
187
Alexandria Real Estate Equities
ARE
$8.35B
$214K 0.02%
1,800
– –
IBM icon
188
IBM
IBM
$224B
$210K 0.02%
950
+17
+2% +$3.33K
MO icon
189
Altria Group
MO
$111B
$205K 0.02%
4,017
+117
+3% +$5.91K
T icon
190
AT&T
T
$163B
$201K 0.02%
9,150
+259
+3% +$5.15K
TGT icon
191
Target
TGT
$68.7B
$200K 0.02%
1,280
-1,420
-53% -$211K
RSKD icon
192
Riskified
RSKD
$713M
$199K 0.02%
30,533
+3,921
+15% +$21.4K
PAYO icon
193
Payoneer
PAYO
$2.41B
$195K 0.02%
26,514
+4,372
+20% +$28.4K
KO icon
194
Coca-Cola
KO
$376B
$193K 0.02%
2,694
+929
+53% +$63.6K
KMI icon
195
Kinder Morgan
KMI
$69.1B
$192K 0.02%
8,691
+239
+3% +$5.04K
IHE icon
196
iShares US Pharmaceuticals ETF
IHE
$1.65B
$191K 0.02%
2,700
– –
CCI icon
197
Crown Castle
CCI
$31.4B
$186K 0.02%
1,569
+401
+34% +$44.2K
XAR icon
198
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.56B
$183K 0.02%
1,160
-30
-3% -$4.47K
LHX icon
199
L3Harris
LHX
$54.7B
$180K 0.02%
756
– –
CSCO icon
200
Cisco
CSCO
$485B
$179K 0.02%
3,371
+1,409
+72% +$68.5K
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 2024 Portfolio in Review

As of Q3 2024, Y.D. More Investments held 475 positions worth $955M, down 2.6% from $980M the previous quarter. Its ten largest holdings account for 43% of the portfolio.

Y.D. More Investments withdrew a net $30.7M in Q3 2024, closing 27 positions and reducing 133 holdings. Its most notable exit was Prospect Capital, an estimated $29.1M position sold in full.

By sector, the portfolio is most concentrated in Technology at 40% of assets, down from 46% a quarter earlier, followed by Industrials and Utilities.

Against the trend, Y.D. More Investments opened a new position in iShares Broad USD High Yield Corporate Bond ETF worth $11.6M.

  • Y.D. More Investments's largest Q3 2024 buy was iShares Broad USD High Yield Corporate Bond ETF: 307,063 shares worth $11.6M.
  • Y.D. More Investments added most to TAT Technologies in Q3 2024, an estimated $19.4M increase.
  • Y.D. More Investments's biggest Q3 2024 reduction was Nova, cutting an estimated $12.9M.
  • Y.D. More Investments fully exited Prospect Capital in Q3 2024, selling an estimated $29.1M.
  • Y.D. More Investments's ten largest holdings make up 43% of its $955M portfolio in Q3 2024.
  • Y.D. More Investments opened 18 new positions and closed 27 in Q3 2024.
  • Y.D. More Investments's portfolio value fell 2.6% quarter-over-quarter to $955M.

Based on Y.D. More Investments's 13F filing for Q3 2024, filed 5 Nov 2024.