YIM
Yoffe Investment Management Portfolio holdings
AUM
$73.1M
This Quarter Return
-1.86%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$67.3M
AUM Growth
–
Cap. Flow
+$67.3M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
29.42%
Holding
114
New
114
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard Small-Cap ETF
VB
|
$3.47M |
| 2 |
Vanguard Total Stock Market ETF
VTI
|
$2.58M |
| 3 |
IBM
IBM
|
$2.58M |
| 4 |
Microsoft
MSFT
|
$1.77M |
| 5 |
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% |
