YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$298K
3
+$267K
4
PG icon
Procter & Gamble
PG
+$219K
5
COP icon
ConocoPhillips
COP
+$186K

Top Sells

1
+$854K
2
+$628K
3
+$381K
4
DIS icon
Walt Disney
DIS
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$319K

Sector Composition

1 Technology 12.76%
2 Financials 9.07%
3 Healthcare 7.02%
4 Consumer Discretionary 6.72%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$12.8K 0.01%
+48
227
$12.5K 0.01%
70
228
$11.6K 0.01%
+43
229
$10.8K 0.01%
47
230
$10.7K 0.01%
+35
231
$10.3K 0.01%
100
232
$10.2K 0.01%
+158
233
$10.1K 0.01%
+34
234
$9.34K 0.01%
685
235
$9.29K 0.01%
+17
236
$9.13K 0.01%
83
237
$9.07K 0.01%
267
238
$8.94K ﹤0.01%
+122
239
$8.87K ﹤0.01%
40
240
$8.85K ﹤0.01%
+19
241
$8.62K ﹤0.01%
+127
242
$8.27K ﹤0.01%
99
243
$8.03K ﹤0.01%
170
244
$7.94K ﹤0.01%
30
245
$7.83K ﹤0.01%
136
246
$7.36K ﹤0.01%
+92
247
$6.88K ﹤0.01%
+124
248
$6.25K ﹤0.01%
+319
249
$6.07K ﹤0.01%
+102
250
$6.01K ﹤0.01%
+43
8 9
10
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