Yosef Levy

@Y.d. More Investments Ltd

Latest period2024 - Q3

Reported2mo 14d ago

Managed Assets$954.737M

Total holdings448

Assets growth rate-2.61%

Assets growth rate (2-Q avg)35.58%

Continuous growth in asset value0 quarters

Portfolio positions

This chart displays the top 10 holdings in Y.d. More Investments Ltd's 2024 - Q3 portfolio, based on their 13F SEC filing, out of a total of 448 positions.

Assets under management

The assets under management (AUM) of Y.d. More Investments Ltd over the past 10 years (40 quarters) show continuous growth in total asset value over the last 0 quarters. As of the latest 13F SEC filing for 2024 - Q3, they manage 954.737M in assets, with a quarterly growth rate of -2.61% and a 2-quarter average growth rate of 35.58%. The portfolio is managed by Yosef Levy, and others.

Portfolio holdings

Current New Position Increased Decreased Exited

Investment	Portfolio %	Reported Value	Recent Activity
BSCTInvesco Exch Trd Slf Idx Fd Recent Activity New Position	0.01%	$39,501 2,100 shares@ $18.81 avg price	New Position
URTHIshares Inc Recent Activity New Position	0.01%	$33,736 215 shares@ $156.92 avg price	New Position
SCHGSchwab Strategic Tr Recent Activity New Position	0.01%	$22,711 218 shares@ $104.18 avg price	New Position
VUGVanguard Index Fds Recent Activity New Position	0.01%	$16,893 44 shares@ $383.94 avg price	New Position
ERIEErie Indty Co Recent Activity New Position	0.01%	$8,097 15 shares@ $539.8 avg price	New Position
RSSLGlobal X Fds Recent Activity New Position	0.01%	$1,699 7,213 shares@ $0.24 avg price	New Position
PSAPublic Storage Oper Co Recent Activity New Position	0.01%	$19 25 shares@ $0.76 avg price	New Position
LOWLowes Cos Inc Recent Activity New Position	0%	$0 81 shares@ $0.0 avg price	New Position