YP
YANKCOM Partnership Portfolio holdings
AUM
$204M
This Quarter Return
-1.44%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$182M
AUM Growth
+$182M
(-2.8%)
Cap. Flow
-$621K
Cap. Flow
% of AUM
-0.34%
Top 10 Holdings %
Top 10 Hldgs %
38.02%
Holding
297
New
31
Increased
97
Reduced
67
Closed
14
Top Buys
| 1 |
NextEra Energy, Inc.
NEE
|
$443K |
| 2 |
Dow Inc
DOW
|
$298K |
| 3 |
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
|
$267K |
| 4 |
Procter & Gamble
PG
|
$219K |
| 5 |
ConocoPhillips
COP
|
$186K |
Top Sells
| 1 |
UnitedHealth
UNH
|
$854K |
| 2 |
Ameriprise Financial
AMP
|
$628K |
| 3 |
JPMorgan Chase
JPM
|
$381K |
| 4 |
Walt Disney
DIS
|
$349K |
| 5 |
Schwab US Large-Cap Value ETF
SCHV
|
$319K |
Sector Composition
| 1 | Technology | 12.76% |
| 2 | Financials | 9.07% |
| 3 | Healthcare | 7.02% |
| 4 | Consumer Discretionary | 6.72% |
| 5 | Industrials | 4.7% |
