Companies 0 See All
Hedge Funds 0 See All
Insiders 0 See All
Institutional Investors 0 See All
Click here to see all results for
Home > Institutional Investor > Yoffe Investment Management, Llc > Profile

Instuitional Investor - Yoffe Investment Management, Llc

Fund Profile
Filing Period:
Fund Name: Yoffe Investment Management, Llc
Portfolio Value $78,329,542
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Small Cap Etf
 14,338 $3,698,500 4.72%
2.
International Business Machines Corp
 IBM 11,731 $3,474,846 4.44%
3.
Vanguard Total Stock Market Etf
 8,078 $2,708,467 3.46%
4.
Walmart Inc.
 WMT 18,687 $2,081,949 2.66%
5.
Microsoft Corp
 MSFT 4,200 $2,031,135 2.59%
Insider Monkey Quarterly Strategy
+498.7% Insider Monkey Quarterly Strategy
+195% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
400%
200%
0%

Returns since its inception in May 2014 (through February 18th, 2026)

Subscribe Now

30 day money back guarantee. Cancel anytime.