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
$73.1M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$198K
3
+$186K
4
CEG icon
Constellation Energy
CEG
+$176K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.4K

Top Sells

1
+$215K
2
+$213K
3
+$21.9K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.46K
5
INTC icon
Intel
INTC
+$8.5K

Sector Composition

1 Financials 11.84%
2 Technology 11.35%
3 Industrials 9.85%
4 Consumer Staples 7.44%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$515K 0.7%
12,330
52
$495K 0.68%
3,252
+1
53
$495K 0.68%
5,991
54
$487K 0.67%
921
55
$485K 0.66%
13,186
+42
56
$478K 0.65%
5,630
57
$477K 0.65%
4,905
+1
58
$474K 0.65%
4,496
59
$472K 0.65%
23,410
60
$468K 0.64%
7,800
+1
61
$468K 0.64%
3,702
+5
62
$442K 0.6%
16,402
63
$433K 0.59%
4,015
+4
64
$426K 0.58%
2,972
+1
65
$410K 0.56%
10,513
+1
66
$404K 0.55%
7,089
67
$404K 0.55%
13,824
68
$403K 0.55%
8,163
69
$399K 0.55%
13,228
+1
70
$392K 0.54%
1,406
+1
71
$389K 0.53%
17,378
-410
72
$371K 0.51%
6,656
73
$367K 0.5%
11,410
74
$363K 0.5%
16,698
-1,058
75
$356K 0.49%
1,255
+1
1 2
3
4 5