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
$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
276
$2.18K ﹤0.01%
28
277
$2.18K ﹤0.01%
210
278
$2.08K ﹤0.01%
+2
279
$2.04K ﹤0.01%
+14
280
$1.94K ﹤0.01%
+8
281
$1.79K ﹤0.01%
23
282
$1.7K ﹤0.01%
25
+18
283
$1.64K ﹤0.01%
18
+8
284
$1.58K ﹤0.01%
12
285
$1.48K ﹤0.01%
+33
286
$1.44K ﹤0.01%
+8
287
$1.25K ﹤0.01%
+12
288
$1.25K ﹤0.01%
+18
289
$1.2K ﹤0.01%
+10
290
$1.16K ﹤0.01%
17
291
$1.14K ﹤0.01%
+12
292
$1.11K ﹤0.01%
+8
293
$1.06K ﹤0.01%
+18
294
$1.04K ﹤0.01%
18
+10
295
$946 ﹤0.01%
66
296
$909 ﹤0.01%
9
297
$888 ﹤0.01%
+4
298
$876 ﹤0.01%
64
299
$852 ﹤0.01%
+12
300
$804 ﹤0.01%
5
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12
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