YIM

Yoffe Investment Management Portfolio holdings

AUM $73.1M
This Quarter Est. Return
1 Year Est. Return
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1 +$225K
2 +$215K
3 +$202K
4
MAR icon
Marriott International
MAR
+$202K
5
SPHY icon
SPDR Portfolio High Yield Bond ETF
SPHY
+$4.5K

Top Sells

1 +$215K
2 +$213K
3 +$23K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2K
5
INTC icon
Intel
INTC
+$9.18K

Sector Composition

1 Financials 11.84%
2 Technology 11.35%
3 Industrials 9.85%
4 Consumer Staples 7.44%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IBM icon
1
IBM
IBM
$262B
$3.46M 4.73%
11,731
VB icon
2
Vanguard Small-Cap ETF
VB
$67B
$3.43M 4.69%
14,459
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$543B
$2.71M 3.7%
8,908
MSFT icon
4
Microsoft
MSFT
$3.82T
$2.09M 2.86%
4,200
+1
WMT icon
5
Walmart
WMT
$859B
$1.83M 2.5%
18,686
+2
HON icon
6
Honeywell
HON
$129B
$1.79M 2.44%
7,667
JPM icon
7
JPMorgan Chase
JPM
$810B
$1.61M 2.2%
5,555
+7
PG icon
8
Procter & Gamble
PG
$354B
$1.6M 2.19%
10,042
VO icon
9
Vanguard Mid-Cap ETF
VO
$87.5B
$1.5M 2.05%
5,345
+1
VXF icon
10
Vanguard Extended Market ETF
VXF
$24.3B
$1.28M 1.75%
6,629
+3
AAPL icon
11
Apple
AAPL
$3.74T
$1.27M 1.74%
6,212
+1
VWOB icon
12
Vanguard Emerging Markets Government Bond ETF
VWOB
$4.86B
$1.11M 1.52%
16,957
+23
TRV icon
13
Travelers Companies
TRV
$58.4B
$1.07M 1.46%
3,987
+1
CSX icon
14
CSX Corp
CSX
$68.2B
$1.04M 1.42%
31,770
CAT icon
15
Caterpillar
CAT
$247B
$1.02M 1.4%
2,637
GS icon
16
Goldman Sachs
GS
$232B
$988K 1.35%
1,396
+1
ILF icon
17
iShares Latin America 40 ETF
ILF
$1.86B
$972K 1.33%
37,099
+91
V icon
18
Visa
V
$664B
$957K 1.31%
2,697
+1
GE icon
19
GE Aerospace
GE
$318B
$948K 1.3%
3,685
BK icon
20
Bank of New York Mellon
BK
$74.7B
$929K 1.27%
10,200
AXP icon
21
American Express
AXP
$241B
$894K 1.22%
2,804
PM icon
22
Philip Morris
PM
$246B
$892K 1.22%
4,900
BBCA icon
23
JPMorgan BetaBuilders Canada ETF
BBCA
$8.87B
$861K 1.18%
10,666
+11
CSCO icon
24
Cisco
CSCO
$277B
$829K 1.14%
11,956
+5
SCHC icon
25
Schwab International Small-Cap Equity ETF
SCHC
$5.33B
$824K 1.13%
19,337
+7