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YIM
Yoffe Investment Management Portfolio holdings
AUM
$87.4M
1-Year Est. Return
30.8%
This Fund
S&P 500
This Quarter
Est. Return
+17.4%
1 Year Est. Return
+30.8%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$87.4M
AUM Growth
+$9.3M
(+12%)
Cap. Flow
+$71.1K
Cap. Flow
% of AUM
0.08%
Top 10 Holdings %
Top 10 Hldgs %
28.58%
Holding
115
New
4
Increased
15
Reduced
2
Closed
2
Top Buys
| 1 |
HONA
Honeywell Aerospace
HONA
|
+$846K |
| 2 |
Welltower
WELL
|
+$209K |
| 3 |
CVS Health
CVS
|
+$184K |
| 4 |
Vornado Realty Trust
VNO
|
+$175K |
| 5 |
State Street SPDR Portfolio High Yield Bond ETF
SPHY
|
+$4.41K |
Top Sells
| 1 |
Honeywell
HON
|
+$855K |
| 2 |
AT&T
T
|
+$271K |
| 3 |
Nike
NKE
|
+$231K |
| 4 |
Vanguard Mid-Cap ETF
VO
|
+$155 |
Sector Composition
| 1 | Industrials | 12.19% |
| 2 | Technology | 12.01% |
| 3 | Financials | 11.85% |
| 4 | Consumer Staples | 6.31% |
| 5 | Healthcare | 5.27% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
MRSH
101
Marsh
MRSH
$87.8B
| $250K | 0.29% |
1,500
| – | – |
|
102
Vanguard Mortgage-Backed Securities ETF
VMBS
$15.5B
| $236K | 0.27% |
5,051
| – | – |
|
103
BP
BP
$106B
| $235K | 0.27% |
6,363
| – | – |
|
104
iShares MBS ETF
MBB
$39.3B
| $232K | 0.27% |
2,458
| – | – |
|
|
105
Welltower
WELL
$170B
| $224K | 0.26% |
+989
| New | +$209K |
|
106
Dow Inc
DOW
$21.1B
| $223K | 0.26% |
8,164
+5
| +0.1% | +$181 |
|
|
107
CVS Health
CVS
$136B
| $213K | 0.24% |
+2,057
| New | +$184K |
|
|
108
Vornado Realty Trust
VNO
$7.67B
| $212K | 0.24% |
+5,401
| New | +$175K |
|
109
Vanguard Total International Bond ETF
BNDX
$82.2B
| $210K | 0.24% |
4,328
| – | – |
|
|
UMH
110
UMH Properties
UMH
$1.35B
| $176K | 0.2% |
11,612
| – | – |
|
111
Haleon
HLN
$44.5B
| $159K | 0.18% |
17,073
| – | – |
|
112
Ford
F
$56.5B
| $142K | 0.16% |
10,234
| – | – |
|
|
ELME
113
Elme Communities
ELME
$137M
| $32.2K | 0.04% |
21,736
| – | – |
|
|
114
Nike
NKE
$66B
| – | – |
-4,365
| Closed | -$231K |
|
|
115
AT&T
T
$153B
| – | – |
-9,353
| Closed | -$271K |
|
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