YIM
Yoffe Investment Management Portfolio holdings
AUM
$76.9M
1-Year Est. Return
16.2%
1 Year Est. Return
+16.2%
AUM
$76.9M
AUM Growth
+$3.78M
(+5.2%)
Holding
117
Top Buys
| 1 | +$236K | |
| 2 | +$219K | |
| 3 | +$4.45K | |
| 4 |
JPMorgan Chase
JPM
|
+$1.58K |
| 5 |
Vanguard Emerging Markets Government Bond ETF
VWOB
|
+$1.47K |
Top Sells
| 1 | +$272K | |
| 2 | +$216K | |
| 3 | +$202K | |
| 4 |
WBA
Walgreens Boots Alliance
WBA
|
+$125K |
| 5 |
Vanguard Small-Cap ETF
VB
|
+$31K |
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 | |
|---|---|---|---|---|---|---|
101
Vanguard Mortgage-Backed Securities ETF
VMBS
$14.9B
| $237K | 0.31% |
5,051
|
|
||
102
AbbVie
ABBV
$384B
| $236K | 0.31% |
+1,018
|
|
||
103
iShares MBS ETF
MBB
$39.2B
| $234K | 0.3% |
2,458
|
|
||
104
First Citizens BancShares
FCNCA
$26.8B
| $229K | 0.3% |
128
|
|
||
105
Salesforce
CRM
$214B
| $222K | 0.29% |
937
|
|
||
106
BP
BP
$90.8B
| $219K | 0.29% |
+6,363
|
|
||
107
Constellation Energy
CEG
$112B
| $219K | 0.29% |
666
|
|
||
108
Vornado Realty Trust
VNO
$6.55B
| $214K | 0.28% |
5,291
|
|
||
109
Vanguard Total International Bond ETF
BNDX
$74.7B
| $214K | 0.28% |
4,328
|
|
||
110
Mondelez International
MDLZ
$73.8B
| $214K | 0.28% |
3,425
|
|
||
|
UMH
111
UMH Properties
UMH
$1.4B
| $172K | 0.22% |
11,612
|
|
||
112
Haleon
HLN
$43.5B
| $153K | 0.2% |
17,073
|
|
||
113
Ford
F
$54.5B
| $122K | 0.16% |
10,234
|
|
||
114
Dow Inc
DOW
$19.6B
| – | – |
-8,141
|
|
||
115
Marriott International
MAR
$87.1B
| – | – |
-740
|
|
||
|
WBA
116
DELISTED
Walgreens Boots Alliance
WBA
| – | – |
-10,931
|
|