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
$76.9M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$236K
2
+$219K
3
+$4.45K
4
JPM icon
JPMorgan Chase
JPM
+$1.58K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.47K

Top Sells

1
+$272K
2
+$216K
3
+$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$31K

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
KO icon
51
Coca-Cola
KO
$303B
$559K 0.73%
8,423
+1
EEMA icon
52
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.65B
$550K 0.72%
5,991
BA icon
53
Boeing
BA
$194B
$545K 0.71%
2,526
FXI icon
54
iShares China Large-Cap ETF
FXI
$6.56B
$542K 0.71%
13,186
SPHY icon
55
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.6B
$537K 0.7%
22,439
+186
SCJ icon
56
iShares MSCI Japan Small-Cap ETF
SCJ
$174M
$518K 0.67%
5,630
GMF icon
57
SPDR S&P Emerging Asia Pacific ETF
GMF
$390M
$515K 0.67%
3,702
IEMG icon
58
iShares Core MSCI Emerging Markets ETF
IEMG
$128B
$514K 0.67%
7,800
MMM icon
59
3M
MMM
$89.1B
$505K 0.66%
3,252
AFL icon
60
Aflac
AFL
$57.4B
$502K 0.65%
4,496
DIS icon
61
Walt Disney
DIS
$199B
$498K 0.65%
4,347
JNK icon
62
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.7B
$481K 0.63%
4,905
CVX icon
63
Chevron
CVX
$332B
$462K 0.6%
2,973
+1
XOM icon
64
Exxon Mobil
XOM
$548B
$453K 0.59%
4,019
+4
SCHE icon
65
Schwab Emerging Markets Equity ETF
SCHE
$12B
$441K 0.57%
13,228
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$52.6B
$441K 0.57%
13,824
VEA icon
67
Vanguard FTSE Developed Markets ETF
VEA
$202B
$425K 0.55%
7,089
EPP icon
68
iShares MSCI Pacific ex Japan ETF
EPP
$1.87B
$421K 0.55%
8,163
EMHY icon
69
iShares JPMorgan EM High Yield Bond ETF
EMHY
$549M
$417K 0.54%
10,513
PIN icon
70
Invesco India ETF
PIN
$182M
$411K 0.54%
16,402
AMGN icon
71
Amgen
AMGN
$178B
$397K 0.52%
1,406
FLJP icon
72
Franklin FTSE Japan ETF
FLJP
$2.69B
$394K 0.51%
11,410
FLLA icon
73
Franklin FTSE Latin America
FLLA
$48.8M
$391K 0.51%
16,698
RTX icon
74
RTX Corp
RTX
$271B
$389K 0.51%
2,327
+1
PPL icon
75
PPL Corp
PPL
$27.2B
$375K 0.49%
10,100
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3
4 5