YP
YANKCOM Partnership Portfolio holdings
AUM
$222M
1-Year Est. Return
17.5%
1 Year Est. Return
+17.5%
AUM
$222M
AUM Growth
+$17.7M
(+8.7%)
Holding
336
Top Buys
| 1 | +$705K | |
| 2 | +$650K | |
| 3 | +$541K | |
| 4 |
Snap-on
SNA
|
+$427K |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$372K |
Top Sells
| 1 | +$576K | |
| 2 | +$327K | |
| 3 | +$151K | |
| 4 |
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$144K |
| 5 |
Quest Diagnostics
DGX
|
+$139K |
Sector Composition
| 1 | Technology | 14.58% |
| 2 | Financials | 9.29% |
| 3 | Consumer Discretionary | 6.52% |
| 4 | Healthcare | 6.04% |
| 5 | Industrials | 4.85% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
326
iShares Broad USD High Yield Corporate Bond ETF
USHY
$25.5B
| – | – |
-111
|
|
||
327
Vanguard Small-Cap Value ETF
VBR
$32.5B
| – | – |
-70
|
|
||
328
VF Corp
VFC
$7.28B
| – | – |
-8
|
|
||
329
Vanguard Long-Term Treasury ETF
VGLT
$9.96B
| – | – |
-136
|
|
||
330
Valero Energy
VLO
$49.6B
| – | – |
-5
|
|
||
331
Warner Bros
WBD
$68.8B
| – | – |
-8
|
|
||
332
WEC Energy
WEC
$33.8B
| – | – |
-12
|
|
||
333
Wynn Resorts
WYNN
$13.3B
| – | – |
-99
|
|
||
334
Xcel Energy
XEL
$43B
| – | – |
-25
|
|
||
335
Zoom
ZM
$26.6B
| – | – |
-23
|
|