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
CRL icon
251
Charles River Laboratories
CRL
$8.76B
$14.8K 0.01%
86
TTE icon
252
TotalEnergies
TTE
$197B
$14.7K 0.01%
158
-232
VLO icon
253
Valero Energy
VLO
$71.6B
$14.1K 0.01%
+57
JPST icon
254
JPMorgan Ultra-Short Income ETF
JPST
$37.5B
$13.9K 0.01%
+275
SMH icon
255
VanEck Semiconductor ETF
SMH
$65.7B
$13.8K 0.01%
+36
VGIT icon
256
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$13.7K 0.01%
230
-528
PSX icon
257
Phillips 66
PSX
$68.8B
$13.5K 0.01%
74
SHY icon
258
iShares 1-3 Year Treasury Bond ETF
SHY
$25B
$13K 0.01%
+158
UBER icon
259
Uber
UBER
$154B
$12.5K 0.01%
+174
T icon
260
AT&T
T
$175B
$12.5K 0.01%
431
+27
AVY icon
261
Avery Dennison
AVY
$12.5B
$12.1K 0.01%
70
MMM icon
262
3M
MMM
$74.7B
$11.8K ﹤0.01%
81
PAVE icon
263
Global X US Infrastructure Development ETF
PAVE
$13.4B
$11.5K ﹤0.01%
+226
IEMG icon
264
iShares Core MSCI Emerging Markets ETF
IEMG
$161B
$11.4K ﹤0.01%
163
SHEL icon
265
Shell
SHEL
$234B
$11.3K ﹤0.01%
122
-229
XEL icon
266
Xcel Energy
XEL
$49.6B
$10.8K ﹤0.01%
+136
MCK icon
267
McKesson
MCK
$90.2B
$10.4K ﹤0.01%
+12
UHAL.B icon
268
U-Haul Holding Co Series N
UHAL.B
$9.19B
$9.83K ﹤0.01%
220
CRWD icon
269
CrowdStrike
CRWD
$134B
$9.76K ﹤0.01%
+25
SPYM
270
State Street SPDR Portfolio S&P 500 ETF
SPYM
$141B
$9.72K ﹤0.01%
127
-44
CIEN icon
271
Ciena
CIEN
$77.5B
$9.71K ﹤0.01%
25
JCI icon
272
Johnson Controls International
JCI
$85.1B
$9.56K ﹤0.01%
73
-209
IBM icon
273
IBM
IBM
$216B
$9.45K ﹤0.01%
39
SON icon
274
Sonoco
SON
$5.1B
$9.2K ﹤0.01%
170
SNDK
275
Sandisk
SNDK
$231B
$8.89K ﹤0.01%
+14
9 10
11
12 13