YIM
Yoffe Investment Management Portfolio holdings
AUM
$73.1M
This Quarter Return
+8.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$73.1M
AUM Growth
+$73.1M
(+7.3%)
Cap. Flow
+$397K
Cap. Flow
% of AUM
0.54%
Top 10 Holdings %
Top 10 Hldgs %
29.12%
Holding
116
New
4
Increased
47
Reduced
4
Closed
2
Top Buys
| 1 |
iShares MSCI Canada ETF
EWC
|
$225K |
| 2 |
Constellation Energy
CEG
|
$215K |
| 3 |
Vornado Realty Trust
VNO
|
$202K |
| 4 |
Marriott International Class A Common Stock
MAR
|
$202K |
| 5 |
SPDR Portfolio High Yield Bond ETF
SPHY
|
$4.5K |
Top Sells
| 1 |
BP
BP
|
$215K |
| 2 |
AbbVie
ABBV
|
$213K |
| 3 |
Franklin FTSE Latin America
FLLA
|
$23K |
| 4 |
Vanguard S&P 500 ETF
VOO
|
$10.2K |
| 5 |
Intel
INTC
|
$9.18K |
Sector Composition
| 1 | Financials | 11.84% |
| 2 | Technology | 11.35% |
| 3 | Industrials | 9.85% |
| 4 | Consumer Staples | 7.44% |
| 5 | Healthcare | 4.12% |
