YP

YANKCOM Partnership Portfolio holdings

AUM $243M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1 +$2.05M
2 +$1.92M
3 +$1.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1 +$253K
2 +$183K
3 +$181K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$180K
5
LMT icon
Lockheed Martin
LMT
+$163K

Sector Composition

1 Technology 13.04%
2 Financials 8.76%
3 Healthcare 6.05%
4 Consumer Discretionary 5.93%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
VONG icon
226
Vanguard Russell 1000 Growth ETF
VONG
$43.4B
$20.7K 0.01%
189
PFE icon
227
Pfizer
PFE
$146B
$20.1K 0.01%
717
-391
RWJ icon
228
Invesco S&P SmallCap 600 Revenue ETF
RWJ
$1.84B
$19.7K 0.01%
+390
BMY icon
229
Bristol-Myers Squibb
BMY
$115B
$19.5K 0.01%
322
UBS icon
230
UBS Group
UBS
$148B
$19.5K 0.01%
509
-499
AVDE icon
231
Avantis International Equity ETF
AVDE
$16B
$19.3K 0.01%
228
ORCL icon
232
Oracle
ORCL
$564B
$18.7K 0.01%
127
-47
LKQ icon
233
LKQ Corp
LKQ
$7.36B
$18.5K 0.01%
630
CMG icon
234
Chipotle Mexican Grill
CMG
$41.7B
$18.1K 0.01%
565
-3,497
BAH icon
235
Booz Allen Hamilton
BAH
$9.29B
$17.9K 0.01%
230
GSK icon
236
GSK
GSK
$101B
$17.9K 0.01%
324
-267
RF icon
237
Regions Financial
RF
$23.6B
$17.3K 0.01%
664
COF icon
238
Capital One
COF
$120B
$16.6K 0.01%
91
+60
ADI icon
239
Analog Devices
ADI
$203B
$16.5K 0.01%
52
FIS icon
240
Fidelity National Information Services
FIS
$22.5B
$16.4K 0.01%
350
CSL icon
241
Carlisle Companies
CSL
$14.6B
$16.3K 0.01%
+49
IUSB icon
242
iShares Core Universal USD Bond ETF
IUSB
$36.6B
$16.3K 0.01%
353
MKC icon
243
McCormick & Company Non-Voting
MKC
$13B
$16.2K 0.01%
322
VMI icon
244
Valmont Industries
VMI
$9.91B
$16K 0.01%
40
JPIE icon
245
JPMorgan Income ETF
JPIE
$8.73B
$15.9K 0.01%
+346
CGCB icon
246
Capital Group Core Bond ETF
CGCB
$4.84B
$15.8K 0.01%
+602
EVTR icon
247
Eaton Vance Total Return Bond ETF
EVTR
$5.18B
$15.4K 0.01%
+304
GUNR icon
248
FlexShares Global Upstream Natural Resources Index Fund
GUNR
$7.43B
$15.1K 0.01%
+273
CARR icon
249
Carrier Global
CARR
$55.5B
$14.9K 0.01%
265
-208
MGA icon
250
Magna International
MGA
$17.2B
$14.9K 0.01%
267