YIM

Yoffe Investment Management Portfolio holdings

AUM $78.3M
1-Year Est. Return 21.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$198K
3
+$186K
4
CEG icon
Constellation Energy
CEG
+$176K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.4K

Top Sells

1
+$215K
2
+$213K
3
+$21.9K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.46K
5
INTC icon
Intel
INTC
+$8.5K

Sector Composition

1 Financials 11.84%
2 Technology 11.35%
3 Industrials 9.85%
4 Consumer Staples 7.44%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$816K 1.12%
2,224
+1
27
$799K 1.09%
9,126
+9
28
$776K 1.06%
1,366
-18
29
$762K 1.04%
8,232
+14
30
$726K 0.99%
2,485
31
$718K 0.98%
9,265
+26
32
$718K 0.98%
10,642
33
$713K 0.98%
27,437
34
$700K 0.96%
5,212
35
$671K 0.92%
26,537
+1
36
$642K 0.88%
2,057
+1
37
$640K 0.88%
14,795
+4
38
$633K 0.87%
9,221
+23
39
$614K 0.84%
13,310
40
$603K 0.82%
1,241
41
$596K 0.82%
8,422
+3
42
$581K 0.79%
7,336
-52
43
$576K 0.79%
7,008
+1
44
$573K 0.78%
3,748
+1
45
$552K 0.76%
2,400
46
$544K 0.74%
3,383
47
$539K 0.74%
4,347
48
$530K 0.72%
22,253
+189
49
$529K 0.72%
2,526
50
$524K 0.72%
13,657
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