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
TT icon
301
Trane Technologies
TT
$103B
$5K ﹤0.01%
12
TBIL
302
F/m US Treasury 3 Month Bill Fund
TBIL
$7.09B
$4.99K ﹤0.01%
+100
CPRT icon
303
Copart
CPRT
$32.7B
$4.98K ﹤0.01%
150
-2,485
RIVN icon
304
Rivian
RIVN
$19.1B
$4.97K ﹤0.01%
+330
HMC icon
305
Honda
HMC
$31.8B
$4.96K ﹤0.01%
204
INTC icon
306
Intel
INTC
$628B
$4.63K ﹤0.01%
105
SCZ icon
307
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.7B
$4.55K ﹤0.01%
58
MFC icon
308
Manulife Financial
MFC
$66.8B
$4.55K ﹤0.01%
132
BSX icon
309
Boston Scientific
BSX
$80.2B
$4.46K ﹤0.01%
71
-29
BP icon
310
BP
BP
$112B
$3.85K ﹤0.01%
82
-876
PINS icon
311
Pinterest
PINS
$11.9B
$3.85K ﹤0.01%
210
IWR icon
312
iShares Russell Mid-Cap ETF
IWR
$53B
$3.79K ﹤0.01%
39
-32
DKNG icon
313
DraftKings
DKNG
$12.7B
$3.72K ﹤0.01%
172
-1,789
LUNR icon
314
Intuitive Machines
LUNR
$4.63B
$3.71K ﹤0.01%
200
PH icon
315
Parker-Hannifin
PH
$111B
$3.58K ﹤0.01%
4
CME icon
316
CME Group
CME
$102B
$3.54K ﹤0.01%
12
YUM icon
317
Yum! Brands
YUM
$41.9B
$3.42K ﹤0.01%
22
SNOW icon
318
Snowflake
SNOW
$52.7B
$3.32K ﹤0.01%
22
MRSH
319
Marsh
MRSH
$78.7B
$3.3K ﹤0.01%
19
ADP icon
320
Automatic Data Processing
ADP
$85.1B
$3.25K ﹤0.01%
16
-35
TVTX icon
321
Travere Therapeutics
TVTX
$3.96B
$2.97K ﹤0.01%
100
LOVE icon
322
LoveSac
LOVE
$236M
$2.95K ﹤0.01%
200
GMAB icon
323
Genmab
GMAB
$16.2B
$2.68K ﹤0.01%
100
GEV icon
324
GE Vernova
GEV
$280B
$2.62K ﹤0.01%
+3
DVN icon
325
Devon Energy
DVN
$28.3B
$2.62K ﹤0.01%
52
11 12
13
14 15