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
$68.1M
AUM Growth
+$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$213K
3
+$2.88K
4
JPM icon
JPMorgan Chase
JPM
+$1.23K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$963

Top Sells

1
+$223K
2
+$222K
3
+$206K
4
PARA
Paramount Global Class B
PARA
+$116K
5
GS icon
Goldman Sachs
GS
+$547

Sector Composition

1 Financials 11.7%
2 Technology 10.67%
3 Industrials 9.15%
4 Consumer Staples 7.72%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$345K 0.51%
17,756
77
$343K 0.5%
6,656
78
$335K 0.49%
11,410
79
$333K 0.49%
16,929
-1
80
$323K 0.47%
8,764
81
$312K 0.46%
2,795
82
$308K 0.45%
2,324
+1
83
$304K 0.45%
5,423
84
$294K 0.43%
4,900
85
$284K 0.42%
8,130
+8
86
$281K 0.41%
921
87
$280K 0.41%
5,149
88
$280K 0.41%
4,083
89
$277K 0.41%
4,360
90
$266K 0.39%
3,592
91
$264K 0.39%
9,340
+3
92
$252K 0.37%
4,327
93
$251K 0.37%
936
-1
94
$251K 0.37%
3,068
95
$250K 0.37%
5,529
96
$250K 0.37%
4,148
97
$249K 0.37%
6,841
98
$237K 0.35%
128
99
$237K 0.35%
3,334
100
$236K 0.35%
2,358
1 2 3
4
5