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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
PTLO icon
201
Portillo's
PTLO
$312M
$99.6K 0.02%
6,250
+1,500
+32% +$23.2K
ARE icon
202
Alexandria Real Estate Equities
ARE
$8.34B
$98.2K 0.02%
+775
New +$83.4K
MPT
203
Medical Properties Trust
MPT
$2.48B
$98.2K 0.02%
20,000
+19,500
+3,900% +$95.5K
NTR icon
204
Nutrien
NTR
$31.1B
$98.2K 0.02%
1,746
-480
-22% -$27.1K
IHE icon
205
iShares US Pharmaceuticals ETF
IHE
$1.65B
$95.7K 0.02%
1,548
+348
+29% +$20.5K
IBB icon
206
iShares Biotechnology ETF
IBB
$9.8B
$95.4K 0.02%
702
+23
+3% +$2.81K
DHR icon
207
Danaher
DHR
$145B
$94.8K 0.02%
410
-52
-11% -$11.1K
HCA icon
208
HCA Healthcare
HCA
$89.8B
$94.7K 0.02%
350
– –
AGR
209
DELISTED
Avangrid, Inc.
AGR
$94K 0.02%
2,900
-1,200
-29% -$37.4K
F icon
210
Ford
F
$55.7B
$86.5K 0.02%
7,100
– –
AMT icon
211
American Tower
AMT
$79B
$86.5K 0.02%
401
– –
LNG icon
212
Cheniere Energy
LNG
$54.3B
$85.4K 0.02%
500
-5,070
-91% -$871K
IJK icon
213
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$82.4K 0.02%
1,040
-320
-24% -$23.5K
UPS icon
214
United Parcel Service
UPS
$88.5B
$79.4K 0.02%
505
+90
+22% +$13.6K
WEX icon
215
WEX
WEX
$6.31B
$79K 0.02%
438
-8
-2% -$1.45K
PEJ icon
216
Invesco Leisure and Entertainment ETF
PEJ
$305M
$78.9K 0.02%
1,887
– –
IHF icon
217
iShares US Healthcare Providers ETF
IHF
$1.27B
$78.2K 0.02%
1,490
– –
AZO icon
218
AutoZone
AZO
$50.3B
$77.6K 0.01%
30
– –
CHKP icon
219
Check Point Software Technologies
CHKP
$13.3B
$76.4K 0.01%
500
+135
+37% +$19.1K
VLUE icon
220
iShares MSCI USA Value Factor ETF
VLUE
$9.48B
$70.8K 0.01%
700
-91
-12% -$8.46K
WMS icon
221
Advanced Drainage Systems
WMS
$10.7B
$70.3K 0.01%
500
– –
GXC icon
222
State Street SPDR S&P China ETF
GXC
$484M
$68.1K 0.01%
1,000
– –
EIS icon
223
iShares MSCI Israel ETF
EIS
$890M
$65.8K 0.01%
1,130
– –
IBM icon
224
IBM
IBM
$224B
$65.4K 0.01%
400
– –
IAK icon
225
iShares US Insurance ETF
IAK
$546M
$63.1K 0.01%
630
– –
7 8
9
10 11

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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 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.