YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$182M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$298K
3
+$267K
4
PG icon
Procter & Gamble
PG
+$219K
5
COP icon
ConocoPhillips
COP
+$186K

Top Sells

1
+$854K
2
+$628K
3
+$381K
4
DIS icon
Walt Disney
DIS
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$319K

Sector Composition

1 Technology 12.76%
2 Financials 9.07%
3 Healthcare 7.02%
4 Consumer Discretionary 6.72%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$5.71K ﹤0.01%
+81
252
$5.69K ﹤0.01%
43
253
$5.54K ﹤0.01%
+204
254
$4.85K ﹤0.01%
33
255
$4.69K ﹤0.01%
+78
256
$4.32K ﹤0.01%
+89
257
$4.09K ﹤0.01%
111
258
$3.84K ﹤0.01%
53
259
$3.76K ﹤0.01%
+80
260
$3.53K ﹤0.01%
17
261
$3.5K ﹤0.01%
138
262
$3.33K ﹤0.01%
86
263
$2.92K ﹤0.01%
+115
264
$2.86K ﹤0.01%
19
-482
265
$2.77K ﹤0.01%
+82
266
$2.28K ﹤0.01%
28
267
$2.16K ﹤0.01%
210
+102
268
$1.7K ﹤0.01%
23
269
$1.68K ﹤0.01%
12
270
$1.35K ﹤0.01%
12
271
$1.04K ﹤0.01%
64
272
$968 ﹤0.01%
66
273
$937 ﹤0.01%
10
274
$924 ﹤0.01%
17
275
$877 ﹤0.01%
9
+1
8 9 10
11
12