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
$222M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1 +$705K
2 +$650K
3 +$541K
4
SNA icon
Snap-on
SNA
+$427K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Sector Composition

1 Technology 14.58%
2 Financials 9.29%
3 Consumer Discretionary 6.52%
4 Healthcare 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SON icon
251
Sonoco
SON
$4.73B
$7.33K ﹤0.01%
170
UPS icon
252
United Parcel Service
UPS
$90.1B
$6.93K ﹤0.01%
83
-2
HMC icon
253
Honda
HMC
$39.4B
$6.28K ﹤0.01%
204
HWM icon
254
Howmet Aerospace
HWM
$83.8B
$6.08K ﹤0.01%
+31
UL icon
255
Unilever
UL
$149B
$6.05K ﹤0.01%
91
IHE icon
256
iShares US Pharmaceuticals ETF
IHE
$971M
$5.88K ﹤0.01%
81
SNY icon
257
Sanofi
SNY
$114B
$5.85K ﹤0.01%
124
RIO icon
258
Rio Tinto
RIO
$182B
$5.15K ﹤0.01%
78
MMM icon
259
3M
MMM
$81.2B
$5.12K ﹤0.01%
33
-6
CCI icon
260
Crown Castle
CCI
$37.8B
$5.02K ﹤0.01%
52
-12
AVDV icon
261
Avantis International Small Cap Value ETF
AVDV
$16.7B
$4.99K ﹤0.01%
+56
BHP icon
262
BHP
BHP
$175B
$4.96K ﹤0.01%
89
GM icon
263
General Motors
GM
$75.9B
$4.88K ﹤0.01%
80
VTV icon
264
Vanguard Value ETF
VTV
$165B
$4.85K ﹤0.01%
+26
BTI icon
265
British American Tobacco
BTI
$132B
$4.51K ﹤0.01%
85
-10,854
MFC icon
266
Manulife Financial
MFC
$63.9B
$4.11K ﹤0.01%
+132
CIEN icon
267
Ciena
CIEN
$35.5B
$3.64K ﹤0.01%
+25
TTD icon
268
Trade Desk
TTD
$14.7B
$3.58K ﹤0.01%
73
-1,572
HAL icon
269
Halliburton
HAL
$28.2B
$3.4K ﹤0.01%
138
SONY icon
270
Sony
SONY
$132B
$3.31K ﹤0.01%
115
DRI icon
271
Darden Restaurants
DRI
$23B
$3.24K ﹤0.01%
17
BP icon
272
BP
BP
$97.1B
$2.83K ﹤0.01%
82
AVLV icon
273
Avantis US Large Cap Value ETF
AVLV
$9.88B
$2.46K ﹤0.01%
+34
HLN icon
274
Haleon
HLN
$46.6B
$1.88K ﹤0.01%
210
XYZ
275
Block Inc
XYZ
$36.7B
$1.23K ﹤0.01%
17