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Yoffe Investment Management, LLC
RIA/Wealth
Yoffe Investment Management, LLC is a RIA/Wealth based in Lemoyne, PA led by Jeffrey N Yoffe, reporting $149.7M in AUM as of Q3 2025 with 45% ETF concentration.
MemberJeffrey N Yoffe
- Portfolio Value
- $76.9M
- Positions
- 113
- Top Holding
- VB at 4.74%
- Last Reported
- Q3 2025
Top Holdings
Largest long holdings in Yoffe Investment Management, LLC's portfolio (28.3% of total portfolio)
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| Holding | Sector | Position | Weight | Traded | Ownership |
|---|---|---|---|---|---|
ETF ETF | $3.6M | 4.74% | -$31.0K Sold | — 14.3K shares | |
Information Technology Services Technology | $3.3M | 4.31% | — | 0.00% 11.7K shares | |
ETF ETF | $2.7M | 3.45% | -$272.4K Sold | — 8.1K shares | |
Software - Infrastructure Technology | $2.2M | 2.83% | — | 0.00% 4.2K shares | |
Discount Stores Consumer Defensive | $1.9M | 2.51% | +$103.1 Bought | 0.00% 18.7K shares | |
Banks - Diversified Financial Services | $1.8M | 2.28% | +$1.6K Bought | 0.00% 5.6K shares | |
Conglomerates Industrials | $1.6M | 2.10% | — | 0.00% 7.7K shares | |
Consumer Electronics Technology | $1.6M | 2.06% | — | 0.00% 6.2K shares | |
ETF ETF | $1.6M | 2.04% | — | — 5.3K shares | |
Household & Personal Products Consumer Defensive | $1.5M | 2.01% | — | 0.00% 10.0K shares |
Changes
Portfolio activity, position movements, and quarter-over-quarter changes in Yoffe Investment Management, LLC's latest filing
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Market Value
Q/Q Change
Net Flows % of MV
Turnover Ratio
New Purchases
Added To
Sold Out Of
Reduced Holdings
Increased Positions
| Position | Shares Δ |
|---|---|
+0.84% | |
+0.16% | |
+0.14% | |
+0.13% | |
+0.1% |
Decreased Positions
| Position | Shares Δ |
|---|---|
Sold | |
Sold | |
Sold | |
-9.32% | |
-0.84% |
Analytics
Portfolio insights and performance metrics for Yoffe Investment Management, LLC
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