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
HD icon
26
Home Depot
HD
$390B
$816K 1.12%
2,224
+1
GXC icon
27
SPDR S&P China ETF
GXC
$485M
$799K 1.09%
9,126
+9
VOO icon
28
Vanguard S&P 500 ETF
VOO
$757B
$776K 1.06%
1,366
-18
EMB icon
29
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.9B
$762K 1.04%
8,232
+14
MCD icon
30
McDonald's
MCD
$220B
$726K 0.99%
2,485
VGK icon
31
Vanguard FTSE Europe ETF
VGK
$27.6B
$718K 0.98%
9,265
+26
BBEU icon
32
JPMorgan BetaBuilders Europe ETF
BBEU
$4.27B
$718K 0.98%
10,642
FLAX icon
33
Franklin FTSE Asia ex Japan ETF
FLAX
$35.4M
$713K 0.98%
27,437
VSS icon
34
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$9.85B
$700K 0.96%
5,212
SCHA icon
35
Schwab U.S Small- Cap ETF
SCHA
$20.3B
$671K 0.92%
26,537
+1
UNH icon
36
UnitedHealth
UNH
$323B
$642K 0.88%
2,057
+1
VZ icon
37
Verizon
VZ
$171B
$640K 0.88%
14,795
+4
IPAC icon
38
iShares Core MSCI Pacific ETF
IPAC
$1.91B
$633K 0.87%
9,221
+23
VNQI icon
39
Vanguard Global ex-US Real Estate ETF
VNQI
$3.53B
$614K 0.84%
13,310
BRK.B icon
40
Berkshire Hathaway Class B
BRK.B
$1.06T
$603K 0.82%
1,241
KO icon
41
Coca-Cola
KO
$295B
$596K 0.82%
8,422
+3
MRK icon
42
Merck
MRK
$212B
$581K 0.79%
7,336
-52
VPL icon
43
Vanguard FTSE Pacific ETF
VPL
$8.09B
$576K 0.79%
7,008
+1
JNJ icon
44
Johnson & Johnson
JNJ
$465B
$573K 0.78%
3,748
+1
UNP icon
45
Union Pacific
UNP
$134B
$552K 0.76%
2,400
SPG icon
46
Simon Property Group
SPG
$58.1B
$544K 0.74%
3,383
DIS icon
47
Walt Disney
DIS
$199B
$539K 0.74%
4,347
SPHY icon
48
SPDR Portfolio High Yield Bond ETF
SPHY
$9.23B
$530K 0.72%
22,253
+189
BA icon
49
Boeing
BA
$161B
$529K 0.72%
2,526
GSK icon
50
GSK
GSK
$88.3B
$524K 0.72%
13,657