YIM
Yoffe Investment Management Portfolio holdings
AUM
$78.3M
1-Year Est. Return
21.5%
This Fund
S&P 500
1 Year Est. Return
+21.5%
AUM
$78.3M
AUM Growth
+$1.47M
(+1.9%)
Holding
115
Top Buys
| 1 | +$211K | |
| 2 | +$5.86K | |
| 3 | +$4.85K | |
| 4 |
iShares Core MSCI Pacific ETF
IPAC
|
+$4.08K |
| 5 |
Vanguard Global ex-US Real Estate ETF
VNQI
|
+$2.93K |
Top Sells
| 1 | +$214K | |
| 2 | +$214K | |
| 3 | +$7.01K | |
| 4 |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $238K | 0.3% |
5,051
|
|
||
102
Constellation Energy
CEG
$119B
| $235K | 0.3% |
666
|
|
||
103
iShares MBS ETF
MBB
$39.5B
| $234K | 0.3% |
2,458
|
|
||
104
AbbVie
ABBV
$412B
| $233K | 0.3% |
1,018
|
|
||
105
AT&T
T
$196B
| $232K | 0.3% |
9,350
+4
|
|
||
106
Marriott International
MAR
$88.8B
| $230K | 0.29% |
+740
|
|
||
107
Kimco Realty
KIM
$15.9B
| $221K | 0.28% |
10,914
+16
|
|
||
108
BP
BP
$100B
| $221K | 0.28% |
6,363
|
|
||
109
Vanguard Total International Bond ETF
BNDX
$76.1B
| $209K | 0.27% |
4,328
|
|
||
|
UMH
110
UMH Properties
UMH
$1.29B
| $185K | 0.24% |
11,612
|
|
||
111
Haleon
HLN
$48.6B
| $173K | 0.22% |
17,073
|
|
||
112
Ford
F
$53.2B
| $134K | 0.17% |
10,234
|
|
||
113
Mondelez International
MDLZ
$77.5B
| – | – |
-3,425
|
|
||
114
Vornado Realty Trust
VNO
$5.21B
| – | – |
-5,291
|
|