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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
AXP icon
26
American Express
AXP
$247B
$947K 1.08%
2,800
– –
MRK icon
27
Merck
MRK
$315B
$943K 1.08%
7,341
– –
VOO icon
28
Vanguard S&P 500 ETF
VOO
$984B
$938K 1.07%
1,366
– –
SCHC icon
29
Schwab International Small-Cap Equity ETF
SCHC
$5.38B
$936K 1.07%
19,452
+8
+0% +$397
V icon
30
Visa
V
$694B
$925K 1.06%
2,697
– –
PM icon
31
Philip Morris
PM
$296B
$886K 1.01%
4,900
– –
HON icon
32
Honeywell
HON
$71.7B
$858K 0.98%
3,833
-3,834
-50% -$855K
UNH icon
33
UnitedHealth
UNH
$384B
$855K 0.98%
2,058
– –
HONA
34
Honeywell Aerospace
HONA
$66B
$847K 0.97%
+3,833
New +$846K
BBEU icon
35
JPMorgan BetaBuilders Europe ETF
BBEU
$9.16B
$828K 0.95%
10,642
– –
VGK icon
36
Vanguard FTSE Europe ETF
VGK
$30.1B
$821K 0.94%
9,270
– –
VPL icon
37
Vanguard FTSE Pacific ETF
VPL
$8.09B
$811K 0.93%
7,008
– –
VSS icon
38
Vanguard FTSE All-World ex-US Small-Cap Index Fund
VSS
$11.4B
$804K 0.92%
5,212
– –
EMB icon
39
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$14.6B
$799K 0.91%
8,285
+14
+0.2% +$1.34K
GXC icon
40
State Street SPDR S&P China ETF
GXC
$452M
$791K 0.91%
9,142
+6
+0.1% +$562
HD icon
41
Home Depot
HD
$347B
$785K 0.9%
2,225
– –
IPAC icon
42
iShares Core MSCI Pacific ETF
IPAC
$2.62B
$762K 0.87%
9,295
+19
+0.2% +$1.54K
SPG icon
43
Simon Property Group
SPG
$74.1B
$757K 0.87%
3,383
– –
GSK icon
44
GSK
GSK
$106B
$716K 0.82%
13,657
– –
EEMA icon
45
iShares MSCI Emerging Markets Asia ETF
EEMA
$858M
$701K 0.8%
5,991
– –
KO icon
46
Coca-Cola
KO
$365B
$685K 0.78%
8,426
– –
MCD icon
47
McDonald's
MCD
$194B
$672K 0.77%
2,485
– –
UNP icon
48
Union Pacific
UNP
$178B
$653K 0.75%
2,400
– –
IEMG icon
49
iShares Core MSCI Emerging Markets ETF
IEMG
$151B
$646K 0.74%
7,800
– –
FLCA icon
50
Franklin FTSE Canada ETF
FLCA
$800M
$635K 0.73%
12,330
– –
1
2
3 4 5

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