YIM

Yoffe Investment Management Portfolio holdings

AUM $78.3M
1-Year Est. Return 21.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.63%
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 Buys

1
+$210K
2
+$198K
3
+$186K
4
CEG icon
Constellation Energy
CEG
+$176K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.4K

Top Sells

1
+$215K
2
+$213K
3
+$21.9K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.46K
5
INTC icon
Intel
INTC
+$8.5K

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
76
$349K 0.48%
8,764
77
$345K 0.47%
21,716
+10
78
$342K 0.47%
10,100
79
$340K 0.46%
2,326
+2
80
$336K 0.46%
16,930
+1
81
$335K 0.46%
5,423
82
$329K 0.45%
7,020
83
$328K 0.45%
1,500
84
$310K 0.42%
4,362
+2
85
$306K 0.42%
4,083
86
$297K 0.41%
3,592
87
$294K 0.4%
2,795
88
$287K 0.39%
4,900
89
$284K 0.39%
3,334
90
$284K 0.39%
5,149
91
$277K 0.38%
6,841
92
$275K 0.38%
4,148
93
$274K 0.38%
3,068
94
$274K 0.37%
4,327
95
$273K 0.37%
5,529
96
$270K 0.37%
9,344
+4
97
$264K 0.36%
2,358
98
$264K 0.36%
5,573
99
$255K 0.35%
937
+1
100
$250K 0.34%
128
1 2 3
4
5