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
1
$3.21M 4.71%
14,459
+1
2
$2.92M 4.28%
11,731
3
$2.45M 3.6%
8,908
4
$1.71M 2.51%
10,042
5
$1.64M 2.41%
18,684
+1
6
$1.62M 2.38%
7,667
7
$1.58M 2.32%
4,199
-1
8
$1.38M 2.03%
5,344
-1
9
$1.38M 2.03%
6,211
-1
10
$1.36M 2%
5,548
+5
11
$1.14M 1.68%
6,626
+4
12
$1.09M 1.6%
16,934
+15
13
$1.08M 1.58%
2,056
14
$1.05M 1.55%
3,986
-1
15
$945K 1.39%
2,696
16
$935K 1.37%
31,770
17
$872K 1.28%
37,008
-1
18
$870K 1.28%
2,637
19
$855K 1.26%
10,200
20
$815K 1.2%
2,223
-1
21
$784K 1.15%
9,117
22
$778K 1.14%
4,900
23
$776K 1.14%
2,485
24
$763K 1.12%
1,395
-1
25
$763K 1.12%
10,655
+5
1
2 3 4 5