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
$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
UL icon
251
Unilever
UL
$142B
$6.24K ﹤0.01%
102
SNY icon
252
Sanofi
SNY
$117B
$5.99K ﹤0.01%
124
MMM icon
253
3M
MMM
$86B
$5.94K ﹤0.01%
39
+6
HMC icon
254
Honda
HMC
$39.1B
$5.88K ﹤0.01%
204
IHE icon
255
iShares US Pharmaceuticals ETF
IHE
$833M
$5.31K ﹤0.01%
81
BABA icon
256
Alibaba
BABA
$357B
$4.88K ﹤0.01%
43
RIO icon
257
Rio Tinto
RIO
$127B
$4.55K ﹤0.01%
78
BRO icon
258
Brown & Brown
BRO
$27.4B
$4.43K ﹤0.01%
+40
BHP icon
259
BHP
BHP
$151B
$4.28K ﹤0.01%
89
USHY icon
260
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
$4.16K ﹤0.01%
111
EW icon
261
Edwards Lifesciences
EW
$49.7B
$4.14K ﹤0.01%
53
IEF icon
262
iShares 7-10 Year Treasury Bond ETF
IEF
$45B
$4.02K ﹤0.01%
42
-817
GM icon
263
General Motors
GM
$76.8B
$3.94K ﹤0.01%
80
ADI icon
264
Analog Devices
ADI
$134B
$3.81K ﹤0.01%
+16
DRI icon
265
Darden Restaurants
DRI
$22.1B
$3.71K ﹤0.01%
17
LULU icon
266
lululemon athletica
LULU
$24.6B
$3.56K ﹤0.01%
15
-260
TJX icon
267
TJX Companies
TJX
$172B
$3.46K ﹤0.01%
+28
TXN icon
268
Texas Instruments
TXN
$160B
$3.32K ﹤0.01%
+16
GSK icon
269
GSK
GSK
$98.1B
$3.3K ﹤0.01%
86
COR icon
270
Cencora
COR
$66.1B
$3K ﹤0.01%
+10
SONY icon
271
Sony
SONY
$151B
$2.99K ﹤0.01%
115
IBM icon
272
IBM
IBM
$281B
$2.95K ﹤0.01%
+10
HAL icon
273
Halliburton
HAL
$23.3B
$2.81K ﹤0.01%
138
FDS icon
274
Factset
FDS
$10.8B
$2.68K ﹤0.01%
+6
BP icon
275
BP
BP
$86.5B
$2.45K ﹤0.01%
82