YIM

Yoffe Investment Management Portfolio holdings

AUM $73.1M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.58M
3
+$2.58M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
HON icon
Honeywell
HON
+$1.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.37%
2 Technology 10.82%
3 Industrials 9.71%
4 Consumer Staples 7.35%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$330K 0.49%
+4,360
77
$330K 0.49%
+16,930
78
$328K 0.49%
+10,100
79
$326K 0.48%
+11,410
80
$326K 0.48%
+8,122
81
$319K 0.47%
+1,500
82
$313K 0.47%
+937
83
$303K 0.45%
+921
84
$300K 0.45%
+17,756
85
$298K 0.44%
+5,423
86
$295K 0.44%
+2,795
87
$274K 0.41%
+4,083
88
$270K 0.4%
+128
89
$269K 0.4%
+2,323
90
$259K 0.39%
+3,592
91
$256K 0.38%
+4,900
92
$254K 0.38%
+10,854
93
$245K 0.36%
+5,573
94
$243K 0.36%
+5,529
95
$241K 0.36%
+5,149
96
$235K 0.35%
+3,334
97
$233K 0.35%
+6,841
98
$232K 0.34%
+3,068
99
$229K 0.34%
+5,051
100
$228K 0.34%
+2,358
1 2 3
4
5