YIM

Yoffe Investment Management Portfolio holdings

AUM $68.1M
This Quarter Return
+2.56%
1 Year Return
3 Year Return
5 Year Return
10 Year Return
AUM
$68.1M
AUM Growth
+$755K
Cap. Flow
-$334K
Cap. Flow %
-0.49%
Top 10 Hldgs %
28.27%
Holding
116
New
2
Increased
18
Reduced
24
Closed
4

Sector Composition

1Financials11.7%
2Technology10.67%
3Industrials9.15%
4Consumer Staples7.72%
5Healthcare5.64%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %
Capital Flow
$754K1.11% 2,804
$745K1.09% 8,218
+8
+0.1%
+$725
$738K1.08% 11,951
+2
+0%
+$123
$738K1.08% 3,685
$711K1.04% 1,384
$694K1.02% 19,330
$671K0.99% 14,791
+4
+0%
+$181
$663K0.97% 7,388
+1
+0%
+$90
$661K0.97% 1,241
$658K0.97% 10,642
$649K0.95% 9,239
+7
+0.1%
+$492
$643K0.94% 27,437
$622K0.91% 26,536
-1
+0%
-$23
$622K0.91% 3,747
-1
-0%
-$166
$603K0.89% 8,419
-1
-0%
-$72
$603K0.89% 5,212
$573K0.84% 9,198
-1
-0%
-$62
$567K0.83% 2,400
$562K0.83% 3,383
$539K0.79% 13,310
$529K0.78% 13,657
$517K0.76% 22,064
+123
+0.6%
+$2.88K
$508K0.75% 7,007
-1
-0%
-$72
$500K0.73% 4,496
$497K0.73% 2,971