YIM

Yoffe Investment Management Portfolio holdings

AUM $78.1M
1-Year Est. Return 20.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.81%
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
+$213K
2
+$207K
3
+$4.42K
4
JPM icon
JPMorgan Chase
JPM
+$1.49K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.45K

Top Sells

1
+$262K
2
+$216K
3
+$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$30.3K

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
76
$366K 0.48%
21,726
+10
77
$360K 0.47%
5,423
78
$347K 0.45%
6,656
79
$339K 0.44%
16,930
80
$339K 0.44%
5,149
81
$338K 0.44%
3,334
82
$336K 0.44%
1,255
83
$328K 0.43%
3,592
84
$327K 0.43%
4,083
85
$327K 0.43%
8,764
86
$326K 0.42%
7,020
87
$324K 0.42%
4,900
88
$320K 0.42%
2,795
89
$304K 0.4%
4,362
90
$302K 0.39%
1,500
91
$300K 0.39%
5,529
92
$293K 0.38%
6,841
93
$288K 0.37%
5,573
94
$286K 0.37%
3,068
95
$283K 0.37%
4,327
96
$283K 0.37%
4,148
97
$269K 0.35%
2,358
98
$264K 0.34%
9,346
+2
99
$246K 0.32%
4,869
100
$238K 0.31%
10,898
+15
1 2 3
4
5