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
$235M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$602K
3 +$499K
4
LLY icon
Eli Lilly
LLY
+$415K
5
MSFT icon
Microsoft
MSFT
+$370K

Top Sells

1 +$845K
2 +$341K
3 +$327K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$279K

Sector Composition

1 Technology 14.44%
2 Financials 9.53%
3 Consumer Discretionary 6.52%
4 Healthcare 6.37%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IUSB icon
251
iShares Core Universal USD Bond ETF
IUSB
$35.7B
$16.4K 0.01%
+353
SAN icon
252
Banco Santander
SAN
$158B
$16.4K 0.01%
+1,398
VMI icon
253
Valmont Industries
VMI
$7.96B
$16.1K 0.01%
40
BINC icon
254
BlackRock Flexible Income ETF
BINC
$17.1B
$15.7K 0.01%
+298
TM icon
255
Toyota
TM
$274B
$15.4K 0.01%
+72
RY icon
256
Royal Bank of Canada
RY
$226B
$15K 0.01%
+88
RIO icon
257
Rio Tinto
RIO
$141B
$14.8K 0.01%
185
+107
CMI icon
258
Cummins
CMI
$76.8B
$14.8K 0.01%
+29
LYG icon
259
Lloyds Banking Group
LYG
$73.9B
$14.7K 0.01%
+2,782
SNY icon
260
Sanofi
SNY
$108B
$14.6K 0.01%
301
+177
TJX icon
261
TJX Companies
TJX
$177B
$14.3K 0.01%
+93
MGA icon
262
Magna International
MGA
$15.3B
$14.2K 0.01%
267
ADI icon
263
Analog Devices
ADI
$158B
$14.1K 0.01%
+52
SPYM
264
State Street SPDR Portfolio S&P 500 ETF
SPYM
$114B
$13.7K 0.01%
+171
VV icon
265
Vanguard Large-Cap ETF
VV
$45.5B
$13.5K 0.01%
+43
ADP icon
266
Automatic Data Processing
ADP
$82.5B
$13.1K 0.01%
51
+16
MMM icon
267
3M
MMM
$77.4B
$13K 0.01%
81
+48
AVY icon
268
Avery Dennison
AVY
$12.8B
$12.7K 0.01%
70
CNQ icon
269
Canadian Natural Resources
CNQ
$102B
$12.6K 0.01%
+372
HSBC icon
270
HSBC
HSBC
$272B
$11.6K 0.01%
+148
IBM icon
271
IBM
IBM
$227B
$11.6K ﹤0.01%
39
+12
BITO icon
272
ProShares Bitcoin Strategy ETF
BITO
$1.76B
$11.1K ﹤0.01%
+910
IEMG icon
273
iShares Core MSCI Emerging Markets ETF
IEMG
$135B
$11K ﹤0.01%
+163
ITW icon
274
Illinois Tool Works
ITW
$76.6B
$10.8K ﹤0.01%
+44
MUFG icon
275
Mitsubishi UFJ Financial
MUFG
$189B
$10.5K ﹤0.01%
+661