YIM

Yoffe Investment Management Portfolio holdings

AUM $78.3M
1-Year Est. Return 21.63%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.63%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$73.1M
AUM Growth
+$5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
116
New
Increased
Reduced
Closed

Top Buys

1
+$210K
2
+$198K
3
+$186K
4
CEG icon
Constellation Energy
CEG
+$176K
5
SPHY icon
State Street SPDR Portfolio High Yield Bond ETF
SPHY
+$4.4K

Top Sells

1
+$215K
2
+$213K
3
+$21.9K
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$9.46K
5
INTC icon
Intel
INTC
+$8.5K

Sector Composition

1 Financials 11.84%
2 Technology 11.35%
3 Industrials 9.85%
4 Consumer Staples 7.44%
5 Healthcare 4.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$234K 0.32%
5,051
102
$231K 0.32%
3,425
103
$231K 0.32%
2,458
104
$229K 0.31%
10,883
+15
105
$225K 0.31%
+4,869
106
$216K 0.3%
8,141
+11
107
$215K 0.29%
+666
108
$214K 0.29%
4,328
109
$202K 0.28%
+5,291
110
$202K 0.28%
+740
111
$195K 0.27%
11,612
+1
112
$177K 0.24%
17,073
113
$125K 0.17%
10,931
+1
114
$111K 0.15%
10,234
115
– –
-1,018
116
– –
-6,363
1 2 3 4
5