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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
+11.73%
1 Year Est. Return
+117.29%
3 Year Est. Return
+304.84%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$564M
AUM Growth
+$43.7M
Cap. Flow
-$7.08M
Cap. Flow %
-1.26%
Top 10 Hldgs %
38.4%
Holding
357
New
9
Increased
117
Reduced
88
Closed
25

Top Buys

Rank Stock Value
1
ODD icon
ODDITY Tech
ODD
+$6.47M
2
DRS icon
Leonardo DRS
DRS
+$6.19M
3
SEDG icon
SolarEdge
SEDG
+$5.32M
4
PANW icon
Palo Alto Networks
PANW
+$4.12M
5
ESTC icon
Elastic
ESTC
+$3.06M

Top Sells

Rank Stock Value
1
PFE icon
Pfizer
PFE
+$22M
2
TAK icon
Takeda Pharmaceutical
TAK
+$17.8M
3
TSM icon
TSMC
TSM
+$11.6M
4
INMD icon
InMode
INMD
+$4.19M
5
NVS icon
Novartis
NVS
+$3.04M

Sector Composition

Rank Sector Weight
1 Technology 46.91%
2 Financials 9.54%
3 Communication Services 7.57%
4 Consumer Discretionary 5.6%
5 Consumer Staples 5.43%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
FND icon
201
Floor & Decor
FND
$6.37B
$104K 0.02%
800
+300
+60% +$34.1K
WMS icon
202
Advanced Drainage Systems
WMS
$10.7B
$103K 0.02%
600
+100
+20% +$15.1K
SPSB icon
203
State Street SPDR Portfolio Short Term Corporate Bond ETF
SPSB
$10.8B
$100K 0.02%
3,380
– –
ICLN icon
204
iShares Global Clean Energy ETF
ICLN
$2.08B
$97.9K 0.02%
7,000
-5,500
-44% -$77.5K
CSCO icon
205
Cisco
CSCO
$488B
$97.8K 0.02%
1,962
-230
-10% -$11.5K
IBB icon
206
iShares Biotechnology ETF
IBB
$9.78B
$96.3K 0.02%
702
– –
PAYO icon
207
Payoneer
PAYO
$2.41B
$96K 0.02%
19,814
+15,445
+354% +$75.2K
AFRM icon
208
Affirm
AFRM
$25.5B
$92.7K 0.02%
2,487
-618
-20% -$24.7K
ALGN icon
209
Align Technology
ALGN
$12.4B
$91.8K 0.02%
280
-653
-70% -$192K
IHF icon
210
iShares US Healthcare Providers ETF
IHF
$1.27B
$81.3K 0.01%
1,490
– –
LNG icon
211
Cheniere Energy
LNG
$54.2B
$80.6K 0.01%
500
– –
AGG icon
212
iShares Core US Aggregate Bond ETF
AGG
$138B
$78.4K 0.01%
800
+200
+33% +$19.6K
INVZ icon
213
Innoviz Technologies
INVZ
$114M
$77.9K 0.01%
57,694
-37,806
-40% -$63.5K
IJK icon
214
iShares S&P Mid-Cap 400 Growth ETF
IJK
$11.2B
$76.7K 0.01%
840
-200
-19% -$16.7K
IBM icon
215
IBM
IBM
$225B
$76.4K 0.01%
400
– –
VLUE icon
216
iShares MSCI USA Value Factor ETF
VLUE
$9.46B
$75.8K 0.01%
700
– –
AMT icon
217
American Tower
AMT
$79.1B
$75.8K 0.01%
384
-17
-4% -$3.39K
IAK icon
218
iShares US Insurance ETF
IAK
$546M
$74K 0.01%
630
– –
C icon
219
Citigroup
C
$227B
$73.7K 0.01%
1,168
– –
NTR icon
220
Nutrien
NTR
$31.1B
$73.5K 0.01%
1,356
-390
-22% -$20.3K
CHKP icon
221
Check Point Software Technologies
CHKP
$13.2B
$71.3K 0.01%
435
-65
-13% -$10.4K
SKYY icon
222
First Trust Cloud Computing ETF
SKYY
$3.2B
$67.9K 0.01%
710
– –
ABBV icon
223
AbbVie
ABBV
$434B
$67.4K 0.01%
370
– –
WEX icon
224
WEX
WEX
$6.26B
$66.7K 0.01%
281
-157
-36% -$33.8K
GXC icon
225
State Street SPDR S&P China ETF
GXC
$484M
$65.8K 0.01%
1,000
– –
7 8
9
10 11

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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 Q1 2024 Portfolio in Review

As of Q1 2024, Y.D. More Investments held 357 positions worth $564M, up 8.4% from $520M the previous quarter. Its ten largest holdings account for 38% of the portfolio.

Y.D. More Investments's Q1 2024 filing shows 9 new, 117 increased, 88 reduced and 25 closed positions. Its largest new stake was Leonardo DRS: 298,000 shares worth $6.58M. The largest sale was Pfizer, an estimated $22M.

By sector, the portfolio is most concentrated in Technology at 47% of assets, up from 42% a quarter earlier, followed by Financials and Communication Services.

  • Y.D. More Investments's largest Q1 2024 buy was Leonardo DRS: 298,000 shares worth $6.58M.
  • Y.D. More Investments added most to ODDITY Tech in Q1 2024, an estimated $6.47M increase.
  • Y.D. More Investments's biggest Q1 2024 reduction was Pfizer, cutting an estimated $22M.
  • Y.D. More Investments fully exited Novartis in Q1 2024, selling an estimated $3.04M.
  • Y.D. More Investments's ten largest holdings make up 38% of its $564M portfolio in Q1 2024.
  • Y.D. More Investments opened 9 new positions and closed 25 in Q1 2024.
  • Y.D. More Investments's portfolio value rose 8.4% quarter-over-quarter to $564M.

Based on Y.D. More Investments's 13F filing for Q1 2024, filed 13 May 2024.