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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 $68,079,685
Top 13F Holdings
Filing Period:
No. Security Ticker Shares Value % Port
1.
Vanguard Index Fds - SMALL CP ETF
 14,459 $3,206,353 4.71%
2.
International Business Machines Corp
 IBM 11,731 $2,917,036 4.28%
3.
Vanguard Index Fds
 8,908 $2,448,403 3.6%
4.
Procter & Gamble Co
 PG 10,042 $1,711,363 2.51%
5.
Walmart Inc.
 WMT 18,684 $1,640,279 2.41%
Insider Monkey Quarterly Strategy
+373.4% Insider Monkey Quarterly Strategy
+154.9% Benchmark50% S&P 500 ETF and 50% Russell 2000 ETF
300%
200%
100%
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Returns since its inception in May 2014 (through February 19th, 2025)