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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
SCWX
201
DELISTED
SecureWorks Corp Class A Common Stock
SCWX
$173K 0.02%
20,465
+1,501
+8% +$12.5K
KO icon
202
Coca-Cola
KO
$373B
$169K 0.02%
2,714
+20
+0.7% +$1.31K
RSKD icon
203
Riskified
RSKD
$709M
$168K 0.02%
35,614
+5,081
+17% +$23.6K
PRU icon
204
Prudential Financial
PRU
$41.8B
$164K 0.01%
1,386
+113
+9% +$13.9K
FLOT icon
205
iShares Floating Rate Bond ETF
FLOT
$10.5B
$161K 0.01%
21,150
+250
+1% +$12.7K
NOBL icon
206
ProShares S&P 500 Dividend Aristocrats ETF
NOBL
$11.9B
$159K 0.01%
3,200
– –
LHX icon
207
L3Harris
LHX
$54B
$159K 0.01%
756
– –
UPS icon
208
United Parcel Service
UPS
$88.4B
$159K 0.01%
1,259
+352
+39% +$46.3K
CPAY icon
209
Corpay
CPAY
$25.7B
$156K 0.01%
461
+33
+8% +$11.6K
SPG icon
210
Simon Property Group
SPG
$71.2B
$156K 0.01%
904
+42
+5% +$7.37K
NABL icon
211
N-able
NABL
$616M
$155K 0.01%
16,545
+879
+6% +$9.85K
OKE icon
212
Oneok
OKE
$55.7B
$154K 0.01%
1,534
-295
-16% -$30.2K
D icon
213
Dominion Energy
D
$58.7B
$151K 0.01%
2,802
-175
-6% -$9.98K
K
214
DELISTED
Kellanova
K
$150K 0.01%
1,851
+14
+0.8% +$1.13K
ETR icon
215
Entergy
ETR
$49.4B
$150K 0.01%
1,976
-94
-5% -$6.79K
PM icon
216
Philip Morris
PM
$290B
$149K 0.01%
1,240
-156
-11% -$19.7K
VICI icon
217
VICI Properties
VICI
$28.8B
$149K 0.01%
5,104
+1,166
+30% +$36.8K
GILD icon
218
Gilead Sciences
GILD
$164B
$148K 0.01%
1,602
+484
+43% +$43.6K
CCI icon
219
Crown Castle
CCI
$31.7B
$148K 0.01%
1,626
+57
+4% +$5.96K
WMB icon
220
Williams Companies
WMB
$86.7B
$146K 0.01%
2,704
-790
-23% -$42.6K
ITB icon
221
iShares US Home Construction ETF
ITB
$2.34B
$145K 0.01%
1,400
– –
CVS icon
222
CVS Health
CVS
$122B
$144K 0.01%
+3,200
New +$180K
AMTM
223
Amentum Holdings
AMTM
$6.12B
$143K 0.01%
+6,790
New +$176K
WSO icon
224
Watsco Inc
WSO
$13.6B
$142K 0.01%
300
– –
EVRG icon
225
Evergy
EVRG
$19B
$140K 0.01%
2,274
+19
+0.8% +$1.18K
7 8
9
10 11

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EWA
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KIM
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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.