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 +$687K
2 +$609K
3 +$509K
4
LLY icon
Eli Lilly
LLY
+$466K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$366K

Top Sells

1 +$845K
2 +$341K
3 +$333K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$284K

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
UHAL.B icon
276
U-Haul Holding Co Series N
UHAL.B
$8.68B
$10.3K ﹤0.01%
220
BUD icon
277
AB InBev
BUD
$147B
$10.2K ﹤0.01%
+159
T icon
278
AT&T
T
$191B
$10K ﹤0.01%
404
+375
NVO icon
279
Novo Nordisk
NVO
$212B
$9.67K ﹤0.01%
190
WFC icon
280
Wells Fargo
WFC
$291B
$9.6K ﹤0.01%
+103
BA icon
281
Boeing
BA
$191B
$9.55K ﹤0.01%
+44
PSX icon
282
Phillips 66
PSX
$63.6B
$9.55K ﹤0.01%
74
BSX icon
283
Boston Scientific
BSX
$113B
$9.54K ﹤0.01%
+100
OTIS icon
284
Otis Worldwide
OTIS
$35B
$8.73K ﹤0.01%
100
VHT icon
285
Vanguard Health Care ETF
VHT
$17.5B
$8.64K ﹤0.01%
30
CNI icon
286
Canadian National Railway
CNI
$62B
$8.6K ﹤0.01%
+87
UPS icon
287
United Parcel Service
UPS
$99.5B
$8.23K ﹤0.01%
83
VTV icon
288
Vanguard Value ETF
VTV
$170B
$8.21K ﹤0.01%
43
+17
SPTL icon
289
State Street SPDR Portfolio Long Term Treasury ETF
SPTL
$10.7B
$7.89K ﹤0.01%
+298
EMB icon
290
iShares JPMorgan USD Emerging Markets Bond ETF
EMB
$16.9B
$7.8K ﹤0.01%
+81
AGG icon
291
iShares Core US Aggregate Bond ETF
AGG
$138B
$7.79K ﹤0.01%
+78
VRSK icon
292
Verisk Analytics
VRSK
$25B
$7.61K ﹤0.01%
34
COF icon
293
Capital One
COF
$139B
$7.51K ﹤0.01%
+31
SON icon
294
Sonoco
SON
$5.06B
$7.42K ﹤0.01%
170
AFSC
295
abrdn Focused U.S. Small Cap Active ETF
AFSC
$12.8M
$7.34K ﹤0.01%
+241
BK icon
296
Bank of New York Mellon
BK
$85.6B
$7.31K ﹤0.01%
+63
IR icon
297
Ingersoll Rand
IR
$38.9B
$7.29K ﹤0.01%
92
UL icon
298
Unilever
UL
$157B
$7.13K ﹤0.01%
109
+18
IHE icon
299
iShares US Pharmaceuticals ETF
IHE
$1.01B
$6.87K ﹤0.01%
81
MDLZ icon
300
Mondelez International
MDLZ
$76.9B
$6.84K ﹤0.01%
127