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
1
$3.47M 5.16%
+14,458
2
$2.58M 3.83%
+8,908
3
$2.58M 3.83%
+11,731
4
$1.77M 2.63%
+4,200
5
$1.73M 2.57%
+7,667
6
$1.69M 2.51%
+18,683
7
$1.68M 2.5%
+10,042
8
$1.56M 2.31%
+6,212
9
$1.41M 2.1%
+5,345
10
$1.33M 1.97%
+5,543
11
$1.26M 1.87%
+6,622
12
$1.07M 1.59%
+16,919
13
$1.04M 1.54%
+2,056
14
$1.03M 1.52%
+31,770
15
$960K 1.43%
+3,987
16
$957K 1.42%
+2,637
17
$865K 1.28%
+2,224
18
$852K 1.27%
+2,696
19
$832K 1.24%
+2,804
20
$799K 1.19%
+1,396
21
$784K 1.16%
+10,200
22
$774K 1.15%
+37,009
23
$752K 1.12%
+10,650
24
$746K 1.11%
+1,384
25
$735K 1.09%
+7,387
1
2 3 4 5