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
1
$3.65M 4.74%
14,337
-122
2
$3.31M 4.31%
11,731
3
$2.65M 3.45%
8,078
-830
4
$2.18M 2.83%
4,200
5
$1.93M 2.51%
18,687
+1
6
$1.75M 2.28%
5,560
+5
7
$1.61M 2.1%
8,135
8
$1.58M 2.06%
6,212
9
$1.57M 2.04%
21,380
10
$1.54M 2.01%
10,042
11
$1.39M 1.81%
6,633
+4
12
$1.26M 1.64%
2,637
13
$1.14M 1.48%
16,979
+22
14
$1.13M 1.47%
31,770
15
$1.11M 1.45%
3,987
16
$1.11M 1.45%
1,396
17
$1.11M 1.45%
10,200
18
$1.11M 1.44%
3,685
19
$1.07M 1.39%
37,099
20
$958K 1.25%
9,126
21
$931K 1.21%
2,804
22
$931K 1.21%
10,676
+10
23
$921K 1.2%
2,697
24
$901K 1.17%
2,225
+1
25
$880K 1.14%
19,337
1
2 3 4 5