YIM

Yoffe Investment Management Portfolio holdings

AUM $78.3M
1-Year Est. Return 21.5%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1 +$236K
2 +$219K
3 +$4.45K
4
JPM icon
JPMorgan Chase
JPM
+$1.58K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.47K

Top Sells

1 +$272K
2 +$216K
3 +$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$31K

Sector Composition

1 Financials 12%
2 Technology 11.31%
3 Industrials 9.99%
4 Consumer Staples 6.97%
5 Healthcare 4.42%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
ELME
76
Elme Communities
ELME
$191M
$366K 0.48%
21,726
+10
BBJP icon
77
JPMorgan BetaBuilders Japan ETF
BBJP
$14.7B
$360K 0.47%
5,423
INDA icon
78
iShares MSCI India ETF
INDA
$9.08B
$347K 0.45%
6,656
HYEM icon
79
VanEck Emerging Markets High Yield Bond ETF
HYEM
$442M
$339K 0.44%
16,930
MCHI icon
80
iShares MSCI China ETF
MCHI
$8.2B
$339K 0.44%
5,149
C icon
81
Citigroup
C
$198B
$338K 0.44%
3,334
ESS icon
82
Essex Property Trust
ESS
$15.9B
$336K 0.44%
1,255
AAXJ icon
83
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.49B
$328K 0.43%
3,592
EWJ icon
84
iShares MSCI Japan ETF
EWJ
$16.9B
$327K 0.43%
4,083
FLIN icon
85
Franklin FTSE India ETF
FLIN
$2.77B
$327K 0.43%
8,764
IP icon
86
International Paper
IP
$22B
$326K 0.42%
7,020
MO icon
87
Altria Group
MO
$106B
$324K 0.42%
4,900
PLD icon
88
Prologis
PLD
$118B
$320K 0.42%
2,795
NKE icon
89
Nike
NKE
$92.2B
$304K 0.4%
4,362
MRSH
90
Marsh
MRSH
$87.4B
$302K 0.39%
1,500
VWO icon
91
Vanguard FTSE Emerging Markets ETF
VWO
$114B
$300K 0.39%
5,529
SPDW icon
92
SPDR Portfolio Developed World ex-US ETF
SPDW
$36.2B
$293K 0.38%
6,841
BAC icon
93
Bank of America
BAC
$371B
$288K 0.37%
5,573
EFA icon
94
iShares MSCI EAFE ETF
EFA
$74.5B
$286K 0.37%
3,068
IEV icon
95
iShares Europe ETF
IEV
$1.72B
$283K 0.37%
4,327
IEUR icon
96
iShares Core MSCI Europe ETF
IEUR
$7.48B
$283K 0.37%
4,148
EFG icon
97
iShares MSCI EAFE Growth ETF
EFG
$9.92B
$269K 0.35%
2,358
T icon
98
AT&T
T
$171B
$264K 0.34%
9,346
+2
EWC icon
99
iShares MSCI Canada ETF
EWC
$4.12B
$246K 0.32%
4,869
KIM icon
100
Kimco Realty
KIM
$13.8B
$238K 0.31%
10,898
+15