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

Top Sells

1 +$215K
2 +$213K
3 +$23K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2K
5
INTC icon
Intel
INTC
+$9.18K

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
FLCA icon
51
Franklin FTSE Canada ETF
FLCA
$537M
$515K 0.7%
12,330
MMM icon
52
3M
MMM
$87.7B
$495K 0.68%
3,252
+1
EEMA icon
53
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.55B
$495K 0.68%
5,991
GEV icon
54
GE Vernova
GEV
$156B
$487K 0.67%
921
FXI icon
55
iShares China Large-Cap ETF
FXI
$6.81B
$485K 0.66%
13,186
+42
SCJ icon
56
iShares MSCI Japan Small-Cap ETF
SCJ
$155M
$478K 0.65%
5,630
JNK icon
57
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$8.11B
$477K 0.65%
4,905
+1
AFL icon
58
Aflac
AFL
$59.9B
$474K 0.65%
4,496
AFK icon
59
VanEck Africa Index ETF
AFK
$80.6M
$472K 0.65%
23,410
IEMG icon
60
iShares Core MSCI Emerging Markets ETF
IEMG
$112B
$468K 0.64%
7,800
+1
GMF icon
61
SPDR S&P Emerging Asia Pacific ETF
GMF
$397M
$468K 0.64%
3,702
+5
PIN icon
62
Invesco India ETF
PIN
$215M
$442K 0.6%
16,402
XOM icon
63
Exxon Mobil
XOM
$495B
$433K 0.59%
4,015
+4
CVX icon
64
Chevron
CVX
$310B
$426K 0.58%
2,972
+1
EMHY icon
65
iShares JPMorgan EM High Yield Bond ETF
EMHY
$515M
$410K 0.56%
10,513
+1
VEA icon
66
Vanguard FTSE Developed Markets ETF
VEA
$178B
$404K 0.55%
7,089
SCHG icon
67
Schwab US Large-Cap Growth ETF
SCHG
$52.4B
$404K 0.55%
13,824
EPP icon
68
iShares MSCI Pacific ex Japan ETF
EPP
$1.81B
$403K 0.55%
8,163
SCHE icon
69
Schwab Emerging Markets Equity ETF
SCHE
$11.4B
$399K 0.55%
13,228
+1
AMGN icon
70
Amgen
AMGN
$173B
$392K 0.54%
1,406
+1
INTC icon
71
Intel
INTC
$180B
$389K 0.53%
17,378
-410
INDA icon
72
iShares MSCI India ETF
INDA
$9.44B
$371K 0.51%
6,656
FLJP icon
73
Franklin FTSE Japan ETF
FLJP
$2.43B
$367K 0.5%
11,410
FLLA icon
74
Franklin FTSE Latin America
FLLA
$41.1M
$363K 0.5%
16,698
-1,058
ESS icon
75
Essex Property Trust
ESS
$16.7B
$356K 0.49%
1,255
+1