YIM

Yoffe Investment Management Portfolio holdings

AUM $78.3M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$78.3M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Sells

1 +$214K
2 +$214K
3 +$7.01K
4
AXP icon
American Express
AXP
+$1.43K

Sector Composition

1 Financials 12.4%
2 Technology 11.5%
3 Industrials 10.14%
4 Consumer Staples 6.61%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VOO icon
26
Vanguard S&P 500 ETF
VOO
$856B
$857K 1.09%
1,366
FLAX icon
27
Franklin FTSE Asia ex Japan ETF
FLAX
$46.5M
$813K 1.04%
27,437
EMB icon
28
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.3B
$795K 1.02%
8,262
+17
PM icon
29
Philip Morris
PM
$288B
$786K 1%
4,900
BBEU icon
30
JPMorgan BetaBuilders Europe ETF
BBEU
$9.17B
$780K 1%
10,642
JNJ icon
31
Johnson & Johnson
JNJ
$596B
$776K 0.99%
3,748
VGK icon
32
Vanguard FTSE Europe ETF
VGK
$31.5B
$775K 0.99%
9,270
MRK icon
33
Merck
MRK
$301B
$773K 0.99%
7,341
+3
HD icon
34
Home Depot
HD
$371B
$765K 0.98%
2,225
MCD icon
35
McDonald's
MCD
$239B
$760K 0.97%
2,485
SCHA icon
36
Schwab U.S Small- Cap ETF
SCHA
$20.8B
$756K 0.96%
26,537
VSS icon
37
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.2B
$747K 0.95%
5,212
UNH icon
38
UnitedHealth
UNH
$264B
$679K 0.87%
2,058
+1
IPAC icon
39
iShares Core MSCI Pacific ETF
IPAC
$2.49B
$679K 0.87%
9,276
+55
GSK icon
40
GSK
GSK
$117B
$670K 0.86%
13,657
INTC icon
41
Intel
INTC
$225B
$641K 0.82%
17,378
VPL icon
42
Vanguard FTSE Pacific ETF
VPL
$9.63B
$633K 0.81%
7,008
SPG icon
43
Simon Property Group
SPG
$66.1B
$626K 0.8%
3,383
AFK icon
44
VanEck Africa Index ETF
AFK
$160M
$626K 0.8%
23,410
BRK.B icon
45
Berkshire Hathaway Class B
BRK.B
$1.03T
$624K 0.8%
1,241
VNQI icon
46
Vanguard Global ex-US Real Estate ETF
VNQI
$3.7B
$613K 0.78%
13,372
+62
VZ icon
47
Verizon
VZ
$211B
$603K 0.77%
14,804
+5
GEV icon
48
GE Vernova
GEV
$238B
$602K 0.77%
921
FLCA icon
49
Franklin FTSE Canada ETF
FLCA
$687M
$596K 0.76%
12,330
KO icon
50
Coca-Cola
KO
$346B
$589K 0.75%
8,426
+3