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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
$235M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$602K
3 +$499K
4
LLY icon
Eli Lilly
LLY
+$415K
5
MSFT icon
Microsoft
MSFT
+$370K

Top Sells

1 +$845K
2 +$341K
3 +$327K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$279K

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
IWR icon
301
iShares Russell Mid-Cap ETF
IWR
$56.3B
$6.83K ﹤0.01%
+71
IAU icon
302
iShares Gold Trust
IAU
$65.1B
$6.82K ﹤0.01%
+84
GM icon
303
General Motors
GM
$72.5B
$6.51K ﹤0.01%
80
HWM icon
304
Howmet Aerospace
HWM
$111B
$6.36K ﹤0.01%
31
BABA icon
305
Alibaba
BABA
$252B
$6.3K ﹤0.01%
43
HMC icon
306
Honda
HMC
$33.7B
$6.01K ﹤0.01%
204
CMCSA icon
307
Comcast
CMCSA
$79.7B
$5.98K ﹤0.01%
+200
CIEN icon
308
Ciena
CIEN
$65.2B
$5.85K ﹤0.01%
25
TXN icon
309
Texas Instruments
TXN
$302B
$5.55K ﹤0.01%
+32
VT icon
310
Vanguard Total World Stock ETF
VT
$75.8B
$5.5K ﹤0.01%
+39
PINS icon
311
Pinterest
PINS
$10.9B
$5.44K ﹤0.01%
+210
TIPX icon
312
State Street SPDR Bloomberg 1-10 Year TIPS ETF
TIPX
$1.89B
$4.98K ﹤0.01%
+261
CCI icon
313
Crown Castle
CCI
$35.8B
$4.98K ﹤0.01%
56
+4
SNOW icon
314
Snowflake
SNOW
$78.5B
$4.83K ﹤0.01%
+22
MFC icon
315
Manulife Financial
MFC
$67.6B
$4.79K ﹤0.01%
132
TT icon
316
Trane Technologies
TT
$107B
$4.67K ﹤0.01%
+12
SCZ icon
317
iShares MSCI EAFE Small-Cap ETF
SCZ
$14.6B
$4.5K ﹤0.01%
+58
HAL icon
318
Halliburton
HAL
$29.4B
$3.9K ﹤0.01%
138
AQST icon
319
Aquestive Therapeutics
AQST
$592M
$3.88K ﹤0.01%
+600
INTC icon
320
Intel
INTC
$708B
$3.87K ﹤0.01%
+105
TVTX icon
321
Travere Therapeutics
TVTX
$5.12B
$3.82K ﹤0.01%
+100
RACE icon
322
Ferrari
RACE
$61.3B
$3.7K ﹤0.01%
+10
U icon
323
Unity
U
$11.8B
$3.53K ﹤0.01%
+80
ABNB icon
324
Airbnb
ABNB
$82.6B
$3.53K ﹤0.01%
+26
MRSH
325
Marsh
MRSH
$78.2B
$3.52K ﹤0.01%
+19