YIM

Yoffe Investment Management Portfolio holdings

AUM $73.1M
This Quarter Est. Return
1 Year Est. Return
–
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.3M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
114
New
Increased
Reduced
Closed

Top Buys

1
+$3.47M
2
+$2.58M
3
+$2.58M
4
MSFT icon
Microsoft
MSFT
+$1.77M
5
HON icon
Honeywell
HON
+$1.73M

Top Sells

No sells this quarter

Sector Composition

1 Financials 11.37%
2 Technology 10.82%
3 Industrials 9.71%
4 Consumer Staples 7.35%
5 Healthcare 5.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$225K 0.33%
+2,458
102
$225K 0.33%
+4,327
103
$224K 0.33%
+4,148
104
$223K 0.33%
+3,264
105
$222K 0.33%
+5,291
106
$219K 0.33%
+11,612
107
$213K 0.32%
+9,337
108
$212K 0.32%
+4,328
109
$206K 0.31%
+740
110
$205K 0.3%
+3,425
111
$163K 0.24%
+17,073
112
$116K 0.17%
+11,132
113
$102K 0.15%
+10,931
114
$101K 0.15%
+10,234
1 2 3 4
5