YIM

Yoffe Investment Management Portfolio holdings

AUM $76.9M
1-Year Est. Return 16.2%
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$236K
2 +$219K
3 +$4.45K
4
JPM icon
JPMorgan Chase
JPM
+$1.58K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.47K

Top Sells

1 +$272K
2 +$216K
3 +$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$31K

Sector Composition

1 Financials 12%
2 Technology 11.31%
3 Industrials 9.99%
4 Consumer Staples 6.97%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VB icon
1
Vanguard Small-Cap ETF
VB
$68.8B
$3.65M 4.74%
14,337
-122
IBM icon
2
IBM
IBM
$286B
$3.31M 4.31%
11,731
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$562B
$2.65M 3.45%
8,078
-830
MSFT icon
4
Microsoft
MSFT
$3.62T
$2.18M 2.83%
4,200
WMT icon
5
Walmart
WMT
$889B
$1.93M 2.51%
18,687
+1
JPM icon
6
JPMorgan Chase
JPM
$841B
$1.75M 2.28%
5,560
+5
HON icon
7
Honeywell
HON
$121B
$1.61M 2.1%
7,667
AAPL icon
8
Apple
AAPL
$4.18T
$1.58M 2.06%
6,212
VO icon
9
Vanguard Mid-Cap ETF
VO
$88.7B
$1.57M 2.04%
5,345
PG icon
10
Procter & Gamble
PG
$345B
$1.54M 2.01%
10,042
VXF icon
11
Vanguard Extended Market ETF
VXF
$24.6B
$1.39M 1.81%
6,633
+4
CAT icon
12
Caterpillar
CAT
$266B
$1.26M 1.64%
2,637
VWOB icon
13
Vanguard Emerging Markets Government Bond ETF
VWOB
$5.28B
$1.14M 1.48%
16,979
+22
CSX icon
14
CSX Corp
CSX
$64.9B
$1.13M 1.47%
31,770
TRV icon
15
Travelers Companies
TRV
$64.8B
$1.11M 1.45%
3,987
GS icon
16
Goldman Sachs
GS
$243B
$1.11M 1.45%
1,396
BK icon
17
Bank of New York Mellon
BK
$78B
$1.11M 1.45%
10,200
GE icon
18
GE Aerospace
GE
$304B
$1.11M 1.44%
3,685
ILF icon
19
iShares Latin America 40 ETF
ILF
$2.35B
$1.07M 1.39%
37,099
GXC icon
20
SPDR S&P China ETF
GXC
$481M
$958K 1.25%
9,126
AXP icon
21
American Express
AXP
$248B
$931K 1.21%
2,804
BBCA icon
22
JPMorgan BetaBuilders Canada ETF
BBCA
$9.1B
$931K 1.21%
10,676
+10
V icon
23
Visa
V
$638B
$921K 1.2%
2,697
HD icon
24
Home Depot
HD
$356B
$901K 1.17%
2,225
+1
SCHC icon
25
Schwab International Small-Cap Equity ETF
SCHC
$4.94B
$880K 1.14%
19,337