YIM

Yoffe Investment Management Portfolio holdings

AUM $78.1M
1-Year Est. Return 20.81%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+20.81%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$3.78M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
117
New
Increased
Reduced
Closed

Top Buys

1
+$213K
2
+$207K
3
+$4.42K
4
JPM icon
JPMorgan Chase
JPM
+$1.49K
5
VWOB icon
Vanguard Emerging Markets Government Bond ETF
VWOB
+$1.45K

Top Sells

1
+$262K
2
+$216K
3
+$202K
4
WBA
Walgreens Boots Alliance
WBA
+$125K
5
VB icon
Vanguard Small-Cap ETF
VB
+$30.3K

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
$237K 0.31%
5,051
102
$236K 0.31%
+1,018
103
$234K 0.3%
2,458
104
$229K 0.3%
128
105
$222K 0.29%
937
106
$219K 0.29%
+6,363
107
$219K 0.29%
666
108
$214K 0.28%
5,291
109
$214K 0.28%
4,328
110
$214K 0.28%
3,425
111
$172K 0.22%
11,612
112
$153K 0.2%
17,073
113
$122K 0.16%
10,234
114
– –
-8,141
115
– –
-740
116
– –
-10,931
1 2 3 4
5