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

Top Buys

1
+$686K
2
+$630K
3
+$528K
4
SNA icon
Snap-on
SNA
+$403K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$589K
2
+$334K
3
+$164K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$131K

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
226
$15.8K 0.01%
265
227
$15.5K 0.01%
40
228
$14.5K 0.01%
322
+40
229
$14.3K 0.01%
43
230
$13.5K 0.01%
17
231
$13.5K 0.01%
86
232
$12.7K 0.01%
267
233
$12.1K 0.01%
43
234
$11.5K 0.01%
48
235
$11.4K 0.01%
70
236
$11.2K 0.01%
220
237
$10.5K ﹤0.01%
190
238
$10.3K ﹤0.01%
35
-14
239
$10.1K ﹤0.01%
74
-106
240
$9.43K ﹤0.01%
158
241
$9.2K ﹤0.01%
685
242
$9.14K ﹤0.01%
100
243
$8.73K ﹤0.01%
122
244
$8.55K ﹤0.01%
34
245
$8.32K ﹤0.01%
319
246
$7.93K ﹤0.01%
127
-32
247
$7.79K ﹤0.01%
30
248
$7.68K ﹤0.01%
43
249
$7.62K ﹤0.01%
27
+17
250
$7.6K ﹤0.01%
92
8 9
10
11 12