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
VOO icon
26
Vanguard S&P 500 ETF
VOO
$853B
$837K 1.09%
1,366
CSCO icon
27
Cisco
CSCO
$297B
$818K 1.06%
11,959
+3
PM icon
28
Philip Morris
PM
$269B
$795K 1.03%
4,900
FLAX icon
29
Franklin FTSE Asia ex Japan ETF
FLAX
$37.4M
$792K 1.03%
27,437
EMB icon
30
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.6B
$785K 1.02%
8,245
+13
MCD icon
31
McDonald's
MCD
$219B
$755K 0.98%
2,485
VSS icon
32
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$10.6B
$743K 0.97%
5,212
BBEU icon
33
JPMorgan BetaBuilders Europe ETF
BBEU
$8.91B
$741K 0.96%
10,642
SCHA icon
34
Schwab U.S Small- Cap ETF
SCHA
$20.7B
$740K 0.96%
26,537
VGK icon
35
Vanguard FTSE Europe ETF
VGK
$30.2B
$740K 0.96%
9,270
+5
UNH icon
36
UnitedHealth
UNH
$304B
$710K 0.92%
2,057
JNJ icon
37
Johnson & Johnson
JNJ
$529B
$695K 0.9%
3,748
IPAC icon
38
iShares Core MSCI Pacific ETF
IPAC
$2.3B
$677K 0.88%
9,221
VZ icon
39
Verizon
VZ
$165B
$650K 0.85%
14,799
+4
VNQI icon
40
Vanguard Global ex-US Real Estate ETF
VNQI
$3.65B
$635K 0.83%
13,310
SPG icon
41
Simon Property Group
SPG
$59.7B
$635K 0.83%
3,383
BRK.B icon
42
Berkshire Hathaway Class B
BRK.B
$1.07T
$624K 0.81%
1,241
MRK icon
43
Merck
MRK
$271B
$616K 0.8%
7,338
+2
VPL icon
44
Vanguard FTSE Pacific ETF
VPL
$8.9B
$616K 0.8%
7,008
GSK icon
45
GSK
GSK
$98.2B
$589K 0.77%
13,657
INTC icon
46
Intel
INTC
$224B
$583K 0.76%
17,378
AFK icon
47
VanEck Africa Index ETF
AFK
$123M
$571K 0.74%
23,410
UNP icon
48
Union Pacific
UNP
$137B
$567K 0.74%
2,400
GEV icon
49
GE Vernova
GEV
$187B
$566K 0.74%
921
FLCA icon
50
Franklin FTSE Canada ETF
FLCA
$585M
$560K 0.73%
12,330