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
$67.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.58M
3
+$2.58M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
HON icon
Honeywell
HON
+$1.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.37%
2 Technology 10.82%
3 Industrials 9.71%
4 Consumer Staples 7.35%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$731K 1.09%
+8,210
27
$720K 1.07%
+2,485
28
$707K 1.05%
+11,949
29
$692K 1.03%
+9,117
30
$686K 1.02%
+26,537
31
$664K 0.99%
+19,330
32
$623K 0.93%
+27,437
33
$615K 0.91%
+3,685
34
$597K 0.89%
+5,212
35
$591K 0.88%
+14,787
36
$590K 0.88%
+10,642
37
$590K 0.88%
+4,900
38
$586K 0.87%
+9,232
39
$583K 0.87%
+3,383
40
$563K 0.84%
+1,241
41
$562K 0.83%
+9,199
42
$547K 0.81%
+2,400
43
$542K 0.81%
+3,748
44
$527K 0.78%
+13,310
45
$524K 0.78%
+8,420
46
$515K 0.76%
+21,941
47
$498K 0.74%
+7,008
48
$484K 0.72%
+4,347
49
$468K 0.7%
+4,905
50
$465K 0.69%
+4,496
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