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
$204M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$749K
3
+$646K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$627K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$582K

Top Sells

1
+$819K
2
+$136K
3
+$97.8K
4
MSCI icon
MSCI
MSCI
+$95.6K
5
FTV icon
Fortive
FTV
+$88.2K

Sector Composition

1 Technology 14.02%
2 Financials 9.31%
3 Consumer Discretionary 6.67%
4 Healthcare 6.05%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
251
$6.24K ﹤0.01%
91
252
$5.99K ﹤0.01%
124
253
$5.94K ﹤0.01%
39
+6
254
$5.88K ﹤0.01%
204
255
$5.31K ﹤0.01%
81
256
$4.88K ﹤0.01%
43
257
$4.55K ﹤0.01%
78
258
$4.43K ﹤0.01%
+40
259
$4.28K ﹤0.01%
89
260
$4.16K ﹤0.01%
111
261
$4.14K ﹤0.01%
53
262
$4.02K ﹤0.01%
42
-817
263
$3.94K ﹤0.01%
80
264
$3.81K ﹤0.01%
+16
265
$3.71K ﹤0.01%
17
266
$3.56K ﹤0.01%
15
-260
267
$3.46K ﹤0.01%
+28
268
$3.32K ﹤0.01%
+16
269
$3.3K ﹤0.01%
86
270
$3K ﹤0.01%
+10
271
$2.99K ﹤0.01%
115
272
$2.95K ﹤0.01%
+10
273
$2.81K ﹤0.01%
138
274
$2.68K ﹤0.01%
+6
275
$2.45K ﹤0.01%
82
9 10
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