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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
+11.15%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$1.11B
AUM Growth
+$157M
Cap. Flow
+$69.9M
Cap. Flow %
6.29%
Top 10 Hldgs %
47.59%
Holding
482
New
35
Increased
187
Reduced
124
Closed
24

Top Buys

Rank Stock Value
1
NVMI
Nova
NVMI
+$13M
2
NYAX
Nayax
NYAX
+$9.77M
3
ESLT icon
Elbit Systems
ESLT
+$9.71M
4
ICL icon
ICL Group
ICL
+$9.67M
5
TSEM icon
Tower Semiconductor
TSEM
+$8.76M

Top Sells

Rank Stock Value
1
AAPL icon
Apple
AAPL
+$3.93M
2
ASML icon
ASML
ASML
+$3.16M
3
TATT icon
TAT Technologies
TATT
+$2.72M
4
VTWO icon
Vanguard Russell 2000 ETF
VTWO
+$2.29M
5
NVDA icon
NVIDIA
NVDA
+$1.7M

Sector Composition

Rank Sector Weight
1 Technology 39.26%
2 Industrials 15.17%
3 Utilities 8.8%
4 Materials 7.41%
5 Communication Services 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
GILT icon
176
Gilat Satellite Networks
GILT
$848M
$250K 0.02%
40,052
-8,575
-18% -$46.7K
C icon
177
Citigroup
C
$226B
$247K 0.02%
3,506
+1,276
+57% +$86K
ABBV icon
178
AbbVie
ABBV
$435B
$243K 0.02%
1,369
+198
+17% +$36.4K
MS icon
179
Morgan Stanley
MS
$340B
$243K 0.02%
1,934
+835
+76% +$103K
XLC icon
180
State Street Communication Services Select Sector SPDR ETF
XLC
$22.5B
$235K 0.02%
2,430
– –
UMMA icon
181
Wahed Dow Jones Islamic World ETF
UMMA
$289M
$223K 0.02%
9,450
– –
AUDC icon
182
AudioCodes
AUDC
$253M
$213K 0.02%
21,545
-127,569
-86% -$1.17M
RPD icon
183
Rapid7
RPD
$773M
$210K 0.02%
5,214
-92
-2% -$3.73K
IBM icon
184
IBM
IBM
$224B
$209K 0.02%
953
+3
+0.3% +$668
CXSE icon
185
WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE
$508M
$209K 0.02%
7,000
– –
CSCO icon
186
Cisco
CSCO
$479B
$200K 0.02%
3,375
+4
+0.1% +$228
KMI icon
187
Kinder Morgan
KMI
$68.7B
$198K 0.02%
7,211
-1,480
-17% -$38.6K
MO icon
188
Altria Group
MO
$114B
$196K 0.02%
3,741
-276
-7% -$14.7K
SPGI icon
189
S&P Global
SPGI
$120B
$195K 0.02%
392
+187
+91% +$94.9K
TGB
190
Trekor Metals
TGB
$3.05B
$195K 0.02%
+100,000
New +$220K
HON icon
191
Honeywell
HON
$78B
$194K 0.02%
910
+248
+37% +$51.7K
XAR icon
192
State Street SPDR S&P Aerospace & Defense ETF
XAR
$6.5B
$192K 0.02%
1,160
– –
CMCT
193
Creative Media & Community Trust
CMCT
$13M
$191K 0.02%
34
+1
+3% +$8.99K
BMY icon
194
Bristol-Myers Squibb
BMY
$132B
$191K 0.02%
3,375
+40
+1% +$2.23K
T icon
195
AT&T
T
$163B
$184K 0.02%
8,095
-1,055
-12% -$23.7K
TMO icon
196
Thermo Fisher Scientific
TMO
$220B
$180K 0.02%
346
-16
-4% -$8.8K
IHE icon
197
iShares US Pharmaceuticals ETF
IHE
$1.64B
$177K 0.02%
2,700
– –
ARE icon
198
Alexandria Real Estate Equities
ARE
$8.56B
$176K 0.02%
1,800
– –
XLI icon
199
State Street Industrial Select Sector SPDR ETF
XLI
$34.6B
$175K 0.02%
1,327
+86
+7% +$11.9K
VZ icon
200
Verizon
VZ
$196B
$174K 0.02%
4,359
-1,050
-19% -$44.3K
6 7
8
9 10

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KIM
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SC
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BIG
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DCM
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Y.D. More Investments's Q4 2024 Portfolio in Review

As of Q4 2024, Y.D. More Investments held 482 positions worth $1.11B, up 16% from $955M the previous quarter. Its ten largest holdings account for 48% of the portfolio.

Y.D. More Investments deployed $69.9M of net new capital in Q4 2024, opening 35 new positions and adding to 187 existing holdings. Its largest new stake was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.

By sector, the portfolio is most concentrated in Technology at 39% of assets, down from 40% a quarter earlier, followed by Industrials and Utilities.

On the sell side, the largest reduction was Apple, an estimated $3.93M trimmed.

  • Y.D. More Investments's largest Q4 2024 buy was State Street SPDR S&P Oil & Gas Exploration & Production ETF: 12,000 shares worth $1.59M.
  • Y.D. More Investments added most to Nova in Q4 2024, an estimated $13M increase.
  • Y.D. More Investments's biggest Q4 2024 reduction was Apple, cutting an estimated $3.93M.
  • Y.D. More Investments fully exited Markel Group in Q4 2024, selling an estimated $690K.
  • Y.D. More Investments's ten largest holdings make up 48% of its $1.11B portfolio in Q4 2024.
  • Y.D. More Investments opened 35 new positions and closed 24 in Q4 2024.
  • Y.D. More Investments's portfolio value rose 16% quarter-over-quarter to $1.11B.

Based on Y.D. More Investments's 13F filing for Q4 2024, filed 27 Jan 2025.