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
1
$3.46M 4.73%
11,731
2
$3.43M 4.69%
14,459
3
$2.71M 3.7%
8,908
4
$2.09M 2.86%
4,200
+1
5
$1.83M 2.5%
18,686
+2
6
$1.79M 2.44%
7,667
7
$1.61M 2.2%
5,555
+7
8
$1.6M 2.19%
10,042
9
$1.5M 2.05%
5,345
+1
10
$1.28M 1.75%
6,629
+3
11
$1.27M 1.74%
6,212
+1
12
$1.11M 1.52%
16,957
+23
13
$1.07M 1.46%
3,987
+1
14
$1.04M 1.42%
31,770
15
$1.02M 1.4%
2,637
16
$988K 1.35%
1,396
+1
17
$972K 1.33%
37,099
+91
18
$957K 1.31%
2,697
+1
19
$948K 1.3%
3,685
20
$929K 1.27%
10,200
21
$894K 1.22%
2,804
22
$892K 1.22%
4,900
23
$861K 1.18%
10,666
+11
24
$829K 1.14%
11,956
+5
25
$824K 1.13%
19,337
+7
1
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