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
$78.3M
AUM Growth
+$1.47M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
115
New
Increased
Reduced
Closed

Top Buys

1
+$211K
2
+$5.86K
3
+$4.85K
4
IPAC icon
iShares Core MSCI Pacific ETF
IPAC
+$4.08K
5
VNQI icon
Vanguard Global ex-US Real Estate ETF
VNQI
+$2.93K

Top Sells

1
+$214K
2
+$214K
3
+$91.5K
4
CVX icon
Chevron
CVX
+$7.01K
5
AXP icon
American Express
AXP
+$1.43K

Sector Composition

1 Financials 12.4%
2 Technology 11.5%
3 Industrials 10.14%
4 Consumer Staples 6.61%
5 Healthcare 4.8%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ELME
76
Elme Communities
ELME
$192M
$378K 0.48%
21,736
+10
INDA icon
77
iShares MSCI India ETF
INDA
$6.62B
$360K 0.46%
6,656
BBJP icon
78
JPMorgan BetaBuilders Japan ETF
BBJP
$16.5B
$357K 0.46%
5,423
PLD icon
79
Prologis
PLD
$131B
$357K 0.46%
2,795
PPL icon
80
PPL Corp
PPL
$28.1B
$354K 0.45%
10,100
FLIN icon
81
Franklin FTSE India ETF
FLIN
$2.55B
$338K 0.43%
8,764
HYEM icon
82
VanEck Emerging Markets High Yield Bond ETF
HYEM
$502M
$337K 0.43%
16,930
AAXJ icon
83
iShares MSCI All Country Asia ex Japan ETF
AAXJ
$3.96B
$334K 0.43%
3,592
EWJ icon
84
iShares MSCI Japan ETF
EWJ
$20.9B
$330K 0.42%
4,083
ESS icon
85
Essex Property Trust
ESS
$17.1B
$328K 0.42%
1,255
MCHI icon
86
iShares MSCI China ETF
MCHI
$6.71B
$309K 0.39%
5,149
BAC icon
87
Bank of America
BAC
$377B
$307K 0.39%
5,573
SPDW icon
88
State Street SPDR Portfolio Developed World ex-US ETF
SPDW
$39.3B
$304K 0.39%
6,841
VWO icon
89
Vanguard FTSE Emerging Markets ETF
VWO
$121B
$297K 0.38%
5,529
IEV icon
90
iShares Europe ETF
IEV
$1.71B
$297K 0.38%
4,327
EFA icon
91
iShares MSCI EAFE ETF
EFA
$75.3B
$295K 0.38%
3,068
IEUR icon
92
iShares Core MSCI Europe ETF
IEUR
$8.68B
$294K 0.38%
4,148
MO icon
93
Altria Group
MO
$122B
$283K 0.36%
4,900
MRSH
94
Marsh
MRSH
$80.6B
$278K 0.36%
1,500
NKE icon
95
Nike
NKE
$63.8B
$278K 0.35%
4,363
+1
IP icon
96
International Paper
IP
$16.9B
$277K 0.35%
7,020
FCNCA icon
97
First Citizens BancShares
FCNCA
$23.3B
$275K 0.35%
128
EFG icon
98
iShares MSCI EAFE Growth ETF
EFG
$15.2B
$269K 0.34%
2,358
EWC icon
99
iShares MSCI Canada ETF
EWC
$5.16B
$263K 0.34%
4,869
CRM icon
100
Salesforce
CRM
$153B
$248K 0.32%
937
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