YP

YANKCOM Partnership Portfolio holdings

AUM $235M
1-Year Est. Return 19.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$749K
3
+$646K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$627K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$582K

Top Sells

1
+$819K
2
+$136K
3
+$97.8K
4
MSCI icon
MSCI
MSCI
+$95.6K
5
FTV icon
Fortive
FTV
+$88.2K

Sector Composition

1 Technology 14.02%
2 Financials 9.31%
3 Consumer Discretionary 6.67%
4 Healthcare 6.05%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$13K 0.01%
86
+67
227
$12.3K 0.01%
70
228
$12K 0.01%
17
229
$12K 0.01%
220
230
$11.4K 0.01%
48
231
$10.7K 0.01%
159
+32
232
$10.7K 0.01%
62
233
$10.6K 0.01%
+50
234
$10.6K 0.01%
34
235
$10.3K 0.01%
267
236
$9.9K ﹤0.01%
100
237
$9.85K ﹤0.01%
21
+2
238
$9.7K ﹤0.01%
158
239
$9.48K ﹤0.01%
40
240
$9.4K ﹤0.01%
43
241
$9.27K ﹤0.01%
99
242
$8.93K ﹤0.01%
685
243
$8.59K ﹤0.01%
122
244
$8.58K ﹤0.01%
85
+2
245
$7.65K ﹤0.01%
92
246
$7.63K ﹤0.01%
136
247
$7.45K ﹤0.01%
30
248
$7.41K ﹤0.01%
170
249
$6.98K ﹤0.01%
319
250
$6.57K ﹤0.01%
64
-7,976
8 9
10
11 12