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
$222M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$705K
2 +$650K
3 +$541K
4
SNA icon
Snap-on
SNA
+$427K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Sector Composition

1 Technology 14.58%
2 Financials 9.29%
3 Consumer Discretionary 6.52%
4 Healthcare 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
CARR icon
226
Carrier Global
CARR
$50.2B
$15.8K 0.01%
265
VMI icon
227
Valmont Industries
VMI
$8.78B
$15.5K 0.01%
40
BMY icon
228
Bristol-Myers Squibb
BMY
$112B
$14.5K 0.01%
322
+40
AXP icon
229
American Express
AXP
$242B
$14.3K 0.01%
43
GS icon
230
Goldman Sachs
GS
$281B
$13.5K 0.01%
17
CRL icon
231
Charles River Laboratories
CRL
$10.4B
$13.5K 0.01%
86
MGA icon
232
Magna International
MGA
$14.4B
$12.7K 0.01%
267
ORCL icon
233
Oracle
ORCL
$473B
$12.1K 0.01%
43
TMUS icon
234
T-Mobile US
TMUS
$221B
$11.5K 0.01%
48
AVY icon
235
Avery Dennison
AVY
$14.3B
$11.4K 0.01%
70
UHAL.B icon
236
U-Haul Holding Co Series N
UHAL.B
$9.75B
$11.2K 0.01%
220
NVO icon
237
Novo Nordisk
NVO
$264B
$10.5K ﹤0.01%
190
ADP icon
238
Automatic Data Processing
ADP
$99.4B
$10.3K ﹤0.01%
35
-14
PSX icon
239
Phillips 66
PSX
$57.8B
$10.1K ﹤0.01%
74
-106
TTE icon
240
TotalEnergies
TTE
$155B
$9.43K ﹤0.01%
158
PDBC icon
241
Invesco Actively Managed Exch-Traded Commodity Fd Tr Invesco Optimum Yield Diversified Commodity Strategy No K-1 ETF
PDBC
$5.03B
$9.2K ﹤0.01%
685
OTIS icon
242
Otis Worldwide
OTIS
$33.3B
$9.14K ﹤0.01%
100
SHEL icon
243
Shell
SHEL
$218B
$8.73K ﹤0.01%
122
VRSK icon
244
Verisk Analytics
VRSK
$30.3B
$8.55K ﹤0.01%
34
ING icon
245
ING
ING
$85.1B
$8.32K ﹤0.01%
319
MDLZ icon
246
Mondelez International
MDLZ
$75.4B
$7.93K ﹤0.01%
127
-32
VHT icon
247
Vanguard Health Care ETF
VHT
$17.3B
$7.79K ﹤0.01%
30
BABA icon
248
Alibaba
BABA
$405B
$7.68K ﹤0.01%
43
IBM icon
249
IBM
IBM
$287B
$7.62K ﹤0.01%
27
+17
IR icon
250
Ingersoll Rand
IR
$34B
$7.6K ﹤0.01%
92