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
$76.9M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$207K
3
+$4.42K
4
JPM icon
JPMorgan Chase
JPM
+$1.49K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.45K

Top Sells

1
+$262K
2
+$216K
3
+$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$30.3K

Sector Composition

1 Financials 12%
2 Technology 11.31%
3 Industrials 9.99%
4 Consumer Staples 6.97%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
KO icon
51
Coca-Cola
KO
$321B
$559K 0.73%
8,423
+1
EEMA icon
52
iShares MSCI Emerging Markets Asia ETF
EEMA
$1.14B
$550K 0.72%
5,991
BA icon
53
Boeing
BA
$154B
$545K 0.71%
2,526
FXI icon
54
iShares China Large-Cap ETF
FXI
$5.89B
$542K 0.71%
13,186
SPHY icon
55
State Street SPDR Portfolio High Yield Bond ETF
SPHY
$10.5B
$537K 0.7%
22,439
+186
SCJ icon
56
iShares MSCI Japan Small-Cap ETF
SCJ
$240M
$518K 0.67%
5,630
GMF icon
57
State Street SPDR S&P Emerging Asia Pacific ETF
GMF
$352M
$515K 0.67%
3,702
IEMG icon
58
iShares Core MSCI Emerging Markets ETF
IEMG
$135B
$514K 0.67%
7,800
MMM icon
59
3M
MMM
$77.3B
$505K 0.66%
3,252
AFL icon
60
Aflac
AFL
$54.7B
$502K 0.65%
4,496
DIS icon
61
Walt Disney
DIS
$171B
$498K 0.65%
4,347
JNK icon
62
State Street SPDR Bloomberg High Yield Bond ETF
JNK
$6.81B
$481K 0.63%
4,905
CVX icon
63
Chevron
CVX
$410B
$462K 0.6%
2,973
+1
XOM icon
64
Exxon Mobil
XOM
$689B
$453K 0.59%
4,019
+4
SCHE icon
65
Schwab Emerging Markets Equity ETF
SCHE
$11.3B
$441K 0.57%
13,228
SCHG icon
66
Schwab US Large-Cap Growth ETF
SCHG
$48.4B
$441K 0.57%
13,824
VEA icon
67
Vanguard FTSE Developed Markets ETF
VEA
$199B
$425K 0.55%
7,089
EPP icon
68
iShares MSCI Pacific ex Japan ETF
EPP
$2.06B
$421K 0.55%
8,163
EMHY icon
69
iShares JPMorgan EM High Yield Bond ETF
EMHY
$570M
$417K 0.54%
10,513
IMVP
70
Invesco India ETF
IMVP
$152M
$411K 0.54%
16,402
AMGN icon
71
Amgen
AMGN
$188B
$397K 0.52%
1,406
FLJP icon
72
Franklin FTSE Japan ETF
FLJP
$3.02B
$394K 0.51%
11,410
FLLA icon
73
Franklin FTSE Latin America
FLLA
$86.7M
$391K 0.51%
16,698
RTX icon
74
RTX Corp
RTX
$261B
$389K 0.51%
2,327
+1
PPL icon
75
PPL Corp
PPL
$27.8B
$375K 0.49%
10,100
1 2
3
4 5