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
$73.1M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Sells

1 +$215K
2 +$213K
3 +$23K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$10.2K
5
INTC icon
Intel
INTC
+$9.18K

Sector Composition

1 Financials 11.84%
2 Technology 11.35%
3 Industrials 9.85%
4 Consumer Staples 7.44%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
FLIN icon
76
Franklin FTSE India ETF
FLIN
$2.49B
$349K 0.48%
8,764
ELME
77
Elme Communities
ELME
$1.47B
$345K 0.47%
21,716
+10
PPL icon
78
PPL Corp
PPL
$27B
$342K 0.47%
10,100
RTX icon
79
RTX Corp
RTX
$238B
$340K 0.46%
2,326
+2
HYEM icon
80
VanEck Emerging Markets High Yield Bond ETF
HYEM
$424M
$336K 0.46%
16,930
+1
BBJP icon
81
JPMorgan BetaBuilders Japan ETF
BBJP
$14.6B
$335K 0.46%
5,423
IP icon
82
International Paper
IP
$20.1B
$329K 0.45%
7,020
MMC icon
83
Marsh & McLennan
MMC
$87.8B
$328K 0.45%
1,500
NKE icon
84
Nike
NKE
$90.2B
$310K 0.42%
4,362
+2
EWJ icon
85
iShares MSCI Japan ETF
EWJ
$16.1B
$306K 0.42%
4,083
AAXJ icon
86
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.24B
$297K 0.41%
3,592
PLD icon
87
Prologis
PLD
$116B
$294K 0.4%
2,795
MO icon
88
Altria Group
MO
$97.4B
$287K 0.39%
4,900
C icon
89
Citigroup
C
$179B
$284K 0.39%
3,334
MCHI icon
90
iShares MSCI China ETF
MCHI
$8.19B
$284K 0.39%
5,149
SPDW icon
91
SPDR Portfolio Developed World ex-US ETF
SPDW
$30.5B
$277K 0.38%
6,841
IEUR icon
92
iShares Core MSCI Europe ETF
IEUR
$6.73B
$275K 0.38%
4,148
EFA icon
93
iShares MSCI EAFE ETF
EFA
$67.9B
$274K 0.38%
3,068
IEV icon
94
iShares Europe ETF
IEV
$2.2B
$274K 0.37%
4,327
VWO icon
95
Vanguard FTSE Emerging Markets ETF
VWO
$102B
$273K 0.37%
5,529
T icon
96
AT&T
T
$175B
$270K 0.37%
9,344
+4
EFG icon
97
iShares MSCI EAFE Growth ETF
EFG
$11.3B
$264K 0.36%
2,358
BAC icon
98
Bank of America
BAC
$389B
$264K 0.36%
5,573
CRM icon
99
Salesforce
CRM
$228B
$255K 0.35%
937
+1
FCNCA icon
100
First Citizens BancShares
FCNCA
$23.3B
$250K 0.34%
128