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YIM

Yoffe Investment Management Portfolio holdings

AUM $87.4M
1-Year Est. Return 30.8%
This Fund
S&P 500
This Quarter Est. Return
+17.4%
1 Year Est. Return
+30.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$87.4M
AUM Growth
+$9.3M
Cap. Flow
+$71.1K
Cap. Flow %
0.08%
Top 10 Hldgs %
28.58%
Holding
115
New
4
Increased
15
Reduced
2
Closed
2

Top Buys

1
HONA
Honeywell Aerospace
HONA
+$846K
2
WELL icon
Welltower
WELL
+$209K
3
CVS icon
CVS Health
CVS
+$184K
4
VNO icon
Vornado Realty Trust
VNO
+$175K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.41K

Top Sells

1
HON icon
Honeywell
HON
+$855K
2
T icon
AT&T
T
+$271K
3
NKE icon
Nike
NKE
+$231K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$155

Sector Composition

1 Industrials 12.19%
2 Technology 12.01%
3 Financials 11.85%
4 Consumer Staples 6.31%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VB icon
1
Vanguard Small-Cap ETF
VB
$80.2B
$4.35M 4.98%
14,338
– –
IBM icon
2
IBM
IBM
$206B
$3.3M 3.78%
11,731
– –
VTI icon
3
Vanguard Total Stock Market ETF
VTI
$664B
$2.99M 3.42%
8,078
– –
CAT icon
4
Caterpillar
CAT
$404B
$2.81M 3.21%
2,637
– –
INTC icon
5
Intel
INTC
$487B
$2.43M 2.78%
17,378
– –
WMT icon
6
Walmart Inc
WMT
$915B
$2.12M 2.42%
18,687
– –
JPM icon
7
JPMorgan Chase
JPM
$912B
$1.82M 2.09%
5,574
+5
+0.1% +$1.55K
AAPL icon
8
Apple
AAPL
$4.89T
$1.8M 2.06%
6,212
– –
VO icon
9
Vanguard Mid-Cap ETF
VO
$106B
$1.72M 1.97%
21,378
-2
-0% -$155
VXF icon
10
Vanguard Extended Market ETF
VXF
$30.7B
$1.63M 1.87%
6,633
– –
MSFT icon
11
Microsoft
MSFT
$2.98T
$1.57M 1.79%
4,200
– –
CSX icon
12
CSX Corp
CSX
$94.6B
$1.51M 1.73%
31,770
– –
BNY
13
Bank of New York Mellon
BNY
$110B
$1.48M 1.69%
10,200
– –
PG icon
14
Procter & Gamble
PG
$353B
$1.47M 1.69%
10,042
– –
GS icon
15
Goldman Sachs
GS
$323B
$1.41M 1.62%
1,396
– –
CSCO icon
16
Cisco
CSCO
$432B
$1.4M 1.61%
11,959
– –
GE icon
17
GE Aerospace
GE
$361B
$1.38M 1.58%
3,685
– –
TRV icon
18
Travelers Companies
TRV
$71.8B
$1.32M 1.51%
3,987
– –
ILF icon
19
iShares Latin America 40 ETF
ILF
$3.72B
$1.26M 1.44%
37,245
+52
+0.1% +$1.84K
VWOB icon
20
Vanguard Emerging Markets Government Bond ETF
VWOB
$6.21B
$1.15M 1.31%
17,044
+22
+0.1% +$1.47K
GEV icon
21
GE Vernova
GEV
$278B
$1.08M 1.24%
921
– –
BBCA icon
22
JPMorgan BetaBuilders Canada ETF
BBCA
$10.8B
$1.05M 1.2%
10,540
– –
FLAX icon
23
Franklin FTSE Asia ex Japan ETF
FLAX
$48.9M
$1.02M 1.17%
27,437
– –
SCHA icon
24
Schwab U.S Small- Cap ETF
SCHA
$22.8B
$959K 1.1%
26,537
– –
JNJ icon
25
Johnson & Johnson
JNJ
$602B
$952K 1.09%
3,748
– –
1
2 3 4 5

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