YIM
Yoffe Investment Management Portfolio holdings
AUM
$73.1M
This Quarter Return
+2.56%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$68.1M
AUM Growth
+$755K
(+1.1%)
Cap. Flow
-$334K
Cap. Flow
% of AUM
-0.49%
Top 10 Holdings %
Top 10 Hldgs %
28.27%
Holding
116
New
2
Increased
18
Reduced
24
Closed
4
Top Buys
| 1 |
BP
BP
|
$215K |
| 2 |
AbbVie
ABBV
|
$213K |
| 3 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$2.88K |
| 4 |
JPMorgan Chase
JPM
|
$1.23K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
$963 |
Top Sells
| 1 |
Fortune Brands Innovations
FBIN
|
$223K |
| 2 |
Vornado Realty Trust
VNO
|
$222K |
| 3 |
Marriott International Class A Common Stock
MAR
|
$206K |
| 4 |
PARA
Paramount Global Class B
PARA
|
$116K |
| 5 |
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% |
