YIM

Yoffe Investment Management Portfolio holdings

AUM $78.1M
1-Year Est. Return 20.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
51
$559K 0.73%
8,423
+1
52
$550K 0.72%
5,991
53
$545K 0.71%
2,526
54
$542K 0.71%
13,186
55
$537K 0.7%
22,439
+186
56
$518K 0.67%
5,630
57
$515K 0.67%
3,702
58
$514K 0.67%
7,800
59
$505K 0.66%
3,252
60
$502K 0.65%
4,496
61
$498K 0.65%
4,347
62
$481K 0.63%
4,905
63
$462K 0.6%
2,973
+1
64
$453K 0.59%
4,019
+4
65
$441K 0.57%
13,228
66
$441K 0.57%
13,824
67
$425K 0.55%
7,089
68
$421K 0.55%
8,163
69
$417K 0.54%
10,513
70
$411K 0.54%
16,402
71
$397K 0.52%
1,406
72
$394K 0.51%
11,410
73
$391K 0.51%
16,698
74
$389K 0.51%
2,327
+1
75
$375K 0.49%
10,100
1 2
3
4 5