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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
MMM icon
201
3M
MMM
$93.8B
$95.1K 0.02%
1,216
– –
IJH icon
202
iShares Core S&P Mid-Cap ETF
IJH
$127B
$92K 0.02%
1,845
– –
RH icon
203
RH
RH
$3.58B
$90.9K 0.02%
344
-42
-11% -$14.6K
WEX icon
204
WEX
WEX
$6.37B
$89.9K 0.02%
446
-126
-22% -$24.3K
F icon
205
Ford
F
$55.9B
$88.2K 0.02%
+7,100
New +$92.2K
HCA icon
206
HCA Healthcare
HCA
$89.3B
$86.1K 0.02%
350
– –
HON icon
207
Honeywell
HON
$77.2B
$85.3K 0.02%
491
-117
-19% -$21.4K
IBB icon
208
iShares Biotechnology ETF
IBB
$9.81B
$83K 0.02%
679
-23
-3% -$2.92K
ITA icon
209
iShares US Aerospace & Defense ETF
ITA
$15B
$79.9K 0.02%
755
+10
+1% +$1.14K
AFRM icon
210
Affirm
AFRM
$25.4B
$77.8K 0.01%
3,110
-839
-21% -$15.3K
AZO icon
211
AutoZone
AZO
$50.2B
$76.2K 0.01%
30
+18
+150% +$45.2K
KMDA icon
212
Kamada
KMDA
$408M
$74.8K 0.01%
+14,002
New +$73.2K
BABA icon
213
Alibaba
BABA
$316B
$73.7K 0.01%
850
+35
+4% +$3.2K
IHF icon
214
iShares US Healthcare Providers ETF
IHF
$1.27B
$73.3K 0.01%
1,490
– –
PTLO icon
215
Portillo's
PTLO
$318M
$73.1K 0.01%
+4,750
New +$92.8K
PEJ icon
216
Invesco Leisure and Entertainment ETF
PEJ
$305M
$72.2K 0.01%
1,887
-21,028
-92% -$863K
VLUE icon
217
iShares MSCI USA Value Factor ETF
VLUE
$9.51B
$71.8K 0.01%
791
-120
-13% -$11.3K
GXC icon
218
State Street SPDR S&P China ETF
GXC
$485M
$71.5K 0.01%
1,000
– –
LI icon
219
Li Auto
LI
$12.6B
$71.3K 0.01%
2,000
-300
-13% -$11.8K
IHE icon
220
iShares US Pharmaceuticals ETF
IHE
$1.65B
$70.8K 0.01%
1,200
– –
IEI icon
221
iShares 3-7 Year Treasury Bond ETF
IEI
$17.7B
$68.6K 0.01%
606
– –
AMT icon
222
American Tower
AMT
$78.8B
$65.9K 0.01%
401
-105
-21% -$19.2K
UPS icon
223
United Parcel Service
UPS
$88.8B
$64.7K 0.01%
415
-25
-6% -$4.32K
DLO icon
224
dLocal
DLO
$4.23B
$61.7K 0.01%
3,053
-871
-22% -$14.8K
EIS icon
225
iShares MSCI Israel ETF
EIS
$889M
$61.1K 0.01%
1,130
– –
7 8
9
10 11

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SYBT
Stock Yards Bank & Trust Louisville, Kentucky $3.21B AUM 22.76% 1-Year Est. Return
EWA
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KIM
Karpus Investment Management Pittsford, New York $3.21B AUM 6.83% 1-Year Est. Return
YCM
Yaupon Capital Management New York $3.2B AUM 46.52% 1-Year Est. Return
SC
SummitTX Capital Fort Worth, Texas $3.2B AUM 41.22% 1-Year Est. Return
HCM
Himalaya Capital Management Seattle, Washington $3.2B AUM 32.2% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return
DCM
DME Capital Management New York $3.19B AUM 23.22% 1-Year Est. Return

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.