YIM

Yoffe Investment Management Portfolio holdings

AUM $76.9M
1-Year Est. Return 16.2%
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.1M
AUM Growth
+$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$213K
3
+$2.88K
4
JPM icon
JPMorgan Chase
JPM
+$1.23K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$963

Top Sells

1
+$223K
2
+$222K
3
+$206K
4
PARA
Paramount Global Class B
PARA
+$116K
5
GS icon
Goldman Sachs
GS
+$547

Sector Composition

1 Financials 11.7%
2 Technology 10.67%
3 Industrials 9.15%
4 Consumer Staples 7.72%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$754K 1.11%
2,804
27
$745K 1.09%
8,218
+8
28
$738K 1.08%
11,951
+2
29
$738K 1.08%
3,685
30
$711K 1.05%
1,384
31
$694K 1.02%
19,330
32
$671K 0.99%
14,791
+4
33
$663K 0.97%
7,388
+1
34
$661K 0.97%
1,241
35
$658K 0.97%
10,642
36
$649K 0.95%
9,239
+7
37
$643K 0.94%
27,437
38
$622K 0.91%
26,536
-1
39
$622K 0.91%
3,747
-1
40
$603K 0.89%
8,419
-1
41
$603K 0.89%
5,212
42
$573K 0.84%
9,198
-1
43
$567K 0.83%
2,400
44
$562K 0.83%
3,383
45
$539K 0.79%
13,310
46
$529K 0.78%
13,657
47
$517K 0.76%
22,064
+123
48
$508K 0.75%
7,007
-1
49
$500K 0.73%
4,496
50
$497K 0.73%
2,971
1
2
3 4 5