YP

YANKCOM Partnership Portfolio holdings

AUM $243M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$243M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.92M
3
+$1.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$253K
2
+$183K
3
+$181K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$180K
5
LMT icon
Lockheed Martin
LMT
+$163K

Sector Composition

1 Technology 13.04%
2 Financials 8.76%
3 Healthcare 6.05%
4 Consumer Discretionary 5.93%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CMCSA icon
276
Comcast
CMCSA
$90.7B
$8.61K ﹤0.01%
300
+100
RACE icon
277
Ferrari
RACE
$59.9B
$8.46K ﹤0.01%
25
+15
VTV icon
278
Vanguard Value ETF
VTV
$173B
$8.44K ﹤0.01%
43
ING icon
279
ING
ING
$86.5B
$8.31K ﹤0.01%
319
-629
WFC icon
280
Wells Fargo
WFC
$231B
$8.2K ﹤0.01%
103
UPS icon
281
United Parcel Service
UPS
$85.6B
$8.17K ﹤0.01%
83
AGG icon
282
iShares Core US Aggregate Bond ETF
AGG
$136B
$7.74K ﹤0.01%
78
OTIS icon
283
Otis Worldwide
OTIS
$28.7B
$7.71K ﹤0.01%
100
MLM icon
284
Martin Marietta Materials
MLM
$35.4B
$7.65K ﹤0.01%
+13
BK icon
285
Bank of New York Mellon
BK
$89.6B
$7.47K ﹤0.01%
63
IAU icon
286
iShares Gold Trust
IAU
$75.7B
$7.41K ﹤0.01%
84
EQT icon
287
EQT Corp
EQT
$35B
$7.38K ﹤0.01%
+116
IR icon
288
Ingersoll Rand
IR
$29.6B
$7.37K ﹤0.01%
92
RIO icon
289
Rio Tinto
RIO
$171B
$7.28K ﹤0.01%
78
-107
ROK icon
290
Rockwell Automation
ROK
$50.5B
$7.18K ﹤0.01%
+20
HWM icon
291
Howmet Aerospace
HWM
$108B
$7.14K ﹤0.01%
31
IHE icon
292
iShares US Pharmaceuticals ETF
IHE
$944M
$7.02K ﹤0.01%
81
NVO icon
293
Novo Nordisk
NVO
$204B
$6.98K ﹤0.01%
190
MET icon
294
MetLife
MET
$50.4B
$6.72K ﹤0.01%
+95
LYV icon
295
Live Nation Entertainment
LYV
$38B
$6.41K ﹤0.01%
+42
TXN icon
296
Texas Instruments
TXN
$262B
$6.21K ﹤0.01%
32
GM icon
297
General Motors
GM
$71.1B
$5.96K ﹤0.01%
80
BABA icon
298
Alibaba
BABA
$336B
$5.39K ﹤0.01%
43
HAL icon
299
Halliburton
HAL
$33.3B
$5.38K ﹤0.01%
138
UL icon
300
Unilever
UL
$127B
$5.18K ﹤0.01%
91
-18
10 11
12
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