YIM

Yoffe Investment Management Portfolio holdings

AUM $73.1M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.58M
3
+$2.58M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
HON icon
Honeywell
HON
+$1.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.37%
2 Technology 10.82%
3 Industrials 9.71%
4 Consumer Staples 7.35%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$462K 0.69%
+13,657
52
$451K 0.67%
+12,330
53
$447K 0.66%
+2,526
54
$431K 0.64%
+4,007
55
$430K 0.64%
+2,971
56
$429K 0.64%
+5,991
57
$427K 0.63%
+3,698
58
$423K 0.63%
+16,402
59
$420K 0.62%
+3,251
60
$412K 0.61%
+5,630
61
$407K 0.61%
+7,800
62
$400K 0.59%
+13,144
63
$399K 0.59%
+10,513
64
$385K 0.57%
+13,824
65
$378K 0.56%
+7,020
66
$366K 0.54%
+1,406
67
$362K 0.54%
+23,410
68
$358K 0.53%
+1,255
69
$358K 0.53%
+8,163
70
$357K 0.53%
+17,789
71
$352K 0.52%
+13,228
72
$350K 0.52%
+6,656
73
$339K 0.5%
+7,089
74
$332K 0.49%
+8,764
75
$331K 0.49%
+21,696
1 2
3
4 5