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YOFFE INVESTMENT MANAGEMENT, LLC 13F portfolio summary

YOFFE INVESTMENT MANAGEMENT, LLC of YOFFE INVESTMENT MANAGEMENT, LLC has 109 current stock holdings with a reported portfolio value of $78.1M. The portfolio 1 year return is +15.07%. Top holdings include EMB (0.00%), EMHY (0.00%), ELME (0.00%), BNDX (0.00%), HYEM (0.00%).

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YOFFE INVESTMENT MANAGEMENT, LLC

YOFFE INVESTMENT MANAGEMENT, LLC
Latest filing: 2026-03-31

YOFFE INVESTMENT MANAGEMENT, LLC runs YOFFE INVESTMENT MANAGEMENT, LLC and currently holds 109 stock positions, which is fewer than the average of 229 among the investors we track. The portfolio is valued at approximately $78.05M. Their top 5 holdings are various securities, which collectively represent 0.0% of the portfolio's total weight. YOFFE INVESTMENT MANAGEMENT, LLC ranks #N/A out of 1000 investors tracked based on their composite Alpha Score. Over the past year, YOFFE INVESTMENT MANAGEMENT, LLC's portfolio at YOFFE INVESTMENT MANAGEMENT, LLC has delivered returns of +15.07%. Their 3-year annualized return is +16.90%. Looking at the 5-year horizon, YOFFE INVESTMENT MANAGEMENT, LLC has achieved +16.90% annualized returns at YOFFE INVESTMENT MANAGEMENT, LLC.

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Top 5 Holdings
No holdings data available
Portfolio Returns
1 Year
+15.07%
#0/1000
3 Year
+16.90%
#0/1000
5 Year
+16.90%
#0/1000

Portfolio Value

$78.05M

Alpha Score

14.8

#0 of 1000

Holdings

109

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0 stock holdings

HoldingWeightAvg BuyCurrentReturnQuarter Change