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YIM

Yoffe Investment Management Portfolio holdings

AUM $87.4M
1-Year Est. Return 30.8%
This Fund
S&P 500
This Quarter Est. Return
+17.4%
1 Year Est. Return
+30.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$87.4M
AUM Growth
+$9.3M
Cap. Flow
+$71.1K
Cap. Flow %
0.08%
Top 10 Hldgs %
28.58%
Holding
115
New
4
Increased
15
Reduced
2
Closed
2

Top Buys

1
HONA
Honeywell Aerospace
HONA
+$846K
2
WELL icon
Welltower
WELL
+$209K
3
CVS icon
CVS Health
CVS
+$184K
4
VNO icon
Vornado Realty Trust
VNO
+$175K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.41K

Top Sells

1
HON icon
Honeywell
HON
+$855K
2
T icon
AT&T
T
+$271K
3
NKE icon
Nike
NKE
+$231K
4
VO icon
Vanguard Mid-Cap ETF
VO
+$155

Sector Composition

1 Industrials 12.19%
2 Technology 12.01%
3 Financials 11.85%
4 Consumer Staples 6.31%
5 Healthcare 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VZ icon
51
Verizon
VZ
$183B
$627K 0.72%
14,812
+4
+0% +$188
BRK.B icon
52
Berkshire Hathaway Class B
BRK.B
$1.06T
$621K 0.71%
1,241
– –
AFK icon
53
VanEck Africa Index ETF
AFK
$97.8M
$602K 0.69%
23,410
– –
VNQI icon
54
Vanguard Global ex-US Real Estate ETF
VNQI
$3.49B
$600K 0.69%
13,372
– –
SCJ icon
55
iShares MSCI Japan Small-Cap ETF
SCJ
$253M
$593K 0.68%
5,630
– –
GMF icon
56
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$426M
$582K 0.67%
3,710
+3
+0.1% +$454
XOM icon
57
ExxonMobil
XOM
$605B
$549K 0.63%
4,019
– –
BA icon
58
Boeing
BA
$169B
$547K 0.63%
2,526
– –
SPHY icon
59
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$11.4B
$539K 0.62%
22,997
+188
+0.8% +$4.41K
AFL icon
60
Aflac
AFL
$62.6B
$527K 0.6%
4,496
– –
MMM icon
61
3M
MMM
$84.4B
$527K 0.6%
3,252
– –
AMGN icon
62
Amgen
AMGN
$201B
$509K 0.58%
1,406
– –
VEA icon
63
Vanguard FTSE Developed Markets ETF
VEA
$227B
$505K 0.58%
7,089
– –
CVX icon
64
Chevron
CVX
$366B
$485K 0.56%
2,927
– –
SCHE icon
65
Schwab Emerging Markets Equity ETF
SCHE
$12.5B
$480K 0.55%
13,228
– –
JNK icon
66
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.37B
$473K 0.54%
4,905
– –
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$60.5B
$468K 0.54%
13,824
– –
C icon
68
Citigroup
C
$221B
$467K 0.53%
3,334
– –
FLJP icon
69
Franklin FTSE Japan ETF
FLJP
$3.72B
$454K 0.52%
11,410
– –
FLLA icon
70
Franklin FTSE Latin America
FLLA
$108M
$443K 0.51%
16,698
– –
RTX icon
71
RTX Corp
RTX
$262B
$442K 0.51%
2,327
– –
EPP icon
72
iShares MSCI Pacific ex Japan ETF
EPP
$2.16B
$435K 0.5%
8,163
– –
AAXJ icon
73
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.7B
$429K 0.49%
3,592
– –
EMHY icon
74
iShares JPMorgan EM High Yield Bond ETF
EMHY
$614M
$427K 0.49%
10,513
+1
+0% +$40
DIS icon
75
Walt Disney
DIS
$173B
$418K 0.48%
4,347
– –
1 2
3
4 5

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