YIM

Yoffe Investment Management Portfolio holdings

AUM $78.1M
1-Year Est. Return 20.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$207K
3
+$4.42K
4
JPM icon
JPMorgan Chase
JPM
+$1.49K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.45K

Top Sells

1
+$262K
2
+$216K
3
+$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$30.3K

Sector Composition

1 Financials 12%
2 Technology 11.31%
3 Industrials 9.99%
4 Consumer Staples 6.97%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$837K 1.09%
1,366
27
$818K 1.06%
11,959
+3
28
$795K 1.03%
4,900
29
$792K 1.03%
27,437
30
$785K 1.02%
8,245
+13
31
$755K 0.98%
2,485
32
$743K 0.97%
5,212
33
$741K 0.96%
10,642
34
$740K 0.96%
26,537
35
$740K 0.96%
9,270
+5
36
$710K 0.92%
2,057
37
$695K 0.9%
3,748
38
$677K 0.88%
9,221
39
$650K 0.85%
14,799
+4
40
$635K 0.83%
13,310
41
$635K 0.83%
3,383
42
$624K 0.81%
1,241
43
$616K 0.8%
7,338
+2
44
$616K 0.8%
7,008
45
$589K 0.77%
13,657
46
$583K 0.76%
17,378
47
$571K 0.74%
23,410
48
$567K 0.74%
2,400
49
$566K 0.74%
921
50
$560K 0.73%
12,330
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