YIM

Yoffe Investment Management Portfolio holdings

AUM $68.1M
AUM
$68.1M
AUM Growth
+$755K
Cap. Flow
+$434K
Cap. Flow %
0.64%
Top 10 Hldgs %
28.27%
Holding
116
New
2
Increased
18
Reduced
24
Closed
4

Sector Composition

1Financials11.7%
2Technology10.67%
3Industrials9.15%
4Consumer Staples7.72%
5Healthcare5.64%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$3.21M4.71%14,459
+1
+0%
+$222
$2.92M4.28%11,731
$2.45M3.6%8,908
$1.71M2.51%10,042
$1.64M2.41%18,684
+1
+0%
+$88
$1.62M2.38%7,667
$1.58M2.32%4,199
-1
-0%
-$375
$1.38M2.03%5,344
-1
-0%
-$259
$1.38M2.03%6,211
-1
-0%
-$222
$1.36M2%5,548
+5
+0.1%
+$1.23K
$1.14M1.68%6,626
+4
+0.1%
+$689
$1.09M1.6%16,934
+15
+0.1%
+$963
$1.08M1.58%2,056
$1.05M1.55%3,986
-1
-0%
-$265
$945K1.39%2,696
$935K1.37%31,770
$872K1.28%37,008
-1
+0%
-$24
$870K1.28%2,637
$855K1.26%10,200
$815K1.2%2,223
-1
-0%
-$367
$784K1.15%9,117
$778K1.14%4,900
$776K1.14%2,485
$763K1.12%1,395
-1
-0.1%
-$547
$763K1.12%10,655
+5
+0.1%
+$358