YIM

Yoffe Investment Management Portfolio holdings

AUM $76.9M
1-Year Est. Return 16.2%
This Quarter Est. Return
1 Year Est. Return
+16.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$68.1M
AUM Growth
+$755K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$215K
2
+$213K
3
+$2.88K
4
JPM icon
JPMorgan Chase
JPM
+$1.23K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$963

Top Sells

1
+$223K
2
+$222K
3
+$206K
4
PARA
Paramount Global Class B
PARA
+$116K
5
GS icon
Goldman Sachs
GS
+$547

Sector Composition

1 Financials 11.7%
2 Technology 10.67%
3 Industrials 9.15%
4 Consumer Staples 7.72%
5 Healthcare 5.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.34%
5,051
102
$233K 0.34%
5,573
103
$232K 0.34%
3,425
104
$231K 0.34%
10,868
+14
105
$231K 0.34%
2,458
106
$217K 0.32%
11,611
-1
107
$215K 0.32%
+6,363
108
$213K 0.31%
+1,018
109
$211K 0.31%
4,328
110
$176K 0.26%
17,073
111
$122K 0.18%
10,930
-1
112
$103K 0.15%
10,234
113
– –
-3,264
114
– –
-740
115
– –
-11,132
116
– –
-5,291
1 2 3 4
5