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
$68.1M
AUM Growth
+$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$213K
3
+$2.88K
4
JPM icon
JPMorgan Chase
JPM
+$1.23K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$963

Top Sells

1
+$223K
2
+$222K
3
+$206K
4
PARA
Paramount Global Class B
PARA
+$116K
5
GS icon
Goldman Sachs
GS
+$547

Sector Composition

1 Financials 11.7%
2 Technology 10.67%
3 Industrials 9.15%
4 Consumer Staples 7.72%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$477K 0.7%
3,251
52
$477K 0.7%
4,011
+4
53
$471K 0.69%
13,144
54
$467K 0.69%
4,904
-1
55
$459K 0.67%
12,330
56
$444K 0.65%
5,991
57
$438K 0.64%
1,405
-1
58
$432K 0.63%
5,630
59
$431K 0.63%
2,526
60
$429K 0.63%
4,347
61
$428K 0.63%
3,697
-1
62
$421K 0.62%
7,799
-1
63
$410K 0.6%
16,402
64
$407K 0.6%
23,410
65
$404K 0.59%
17,788
-1
66
$402K 0.59%
10,512
-1
67
$385K 0.56%
1,254
-1
68
$378K 0.55%
21,706
+10
69
$375K 0.55%
7,020
70
$366K 0.54%
1,500
71
$365K 0.54%
10,100
72
$365K 0.54%
13,227
-1
73
$360K 0.53%
7,089
74
$360K 0.53%
8,163
75
$346K 0.51%
13,824
1 2
3
4 5