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
$78.3M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$5.86K
3
+$4.85K
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$4.08K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.93K

Top Sells

1
+$214K
2
+$214K
3
+$7.01K
4
AXP icon
American Express
AXP
+$1.43K

Sector Composition

1 Financials 12.4%
2 Technology 11.5%
3 Industrials 10.14%
4 Consumer Staples 6.61%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
EEMA icon
51
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.26B
$563K 0.72%
5,991
UNP icon
52
Union Pacific
UNP
$149B
$555K 0.71%
2,400
BA icon
53
Boeing
BA
$172B
$548K 0.7%
2,526
SPHY icon
54
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.2B
$537K 0.69%
22,686
+247
IEMG icon
55
iShares Core MSCI Emerging Markets ETF
IEMG
$149B
$524K 0.67%
7,800
MMM icon
56
3M
MMM
$78.6B
$521K 0.66%
3,252
SCJ icon
57
iShares MSCI Japan Small-Cap ETF
SCJ
$236M
$517K 0.66%
5,630
GMF icon
58
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$380M
$514K 0.66%
3,707
+5
FXI icon
59
iShares China Large-Cap ETF
FXI
$6.17B
$506K 0.65%
13,219
+33
AFL icon
60
Aflac
AFL
$58.6B
$496K 0.63%
4,496
DIS icon
61
Walt Disney
DIS
$184B
$495K 0.63%
4,347
XOM icon
62
Exxon Mobil
XOM
$632B
$484K 0.62%
4,019
JNK icon
63
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$7.01B
$477K 0.61%
4,905
AMGN icon
64
Amgen
AMGN
$188B
$460K 0.59%
1,406
SCHG icon
65
Schwab US Large-Cap Growth ETF
SCHG
$53.6B
$451K 0.58%
13,824
CVX icon
66
Chevron
CVX
$375B
$446K 0.57%
2,927
-46
VEA icon
67
Vanguard FTSE Developed Markets ETF
VEA
$220B
$443K 0.57%
7,089
SCHE icon
68
Schwab Emerging Markets Equity ETF
SCHE
$12.3B
$433K 0.55%
13,228
RTX icon
69
RTX Corp
RTX
$264B
$427K 0.54%
2,327
EMHY icon
70
iShares JPMorgan EM High Yield Bond ETF
EMHY
$585M
$424K 0.54%
10,513
EPP icon
71
iShares MSCI Pacific ex Japan ETF
EPP
$2.16B
$412K 0.53%
8,163
FLLA icon
72
Franklin FTSE Latin America
FLLA
$106M
$402K 0.51%
16,698
IMVP
73
Invesco India ETF
IMVP
$159M
$399K 0.51%
16,402
FLJP icon
74
Franklin FTSE Japan ETF
FLJP
$3.26B
$393K 0.5%
11,410
C icon
75
Citigroup
C
$222B
$389K 0.5%
3,334
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3
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