YP
YANKCOM Partnership Portfolio holdings
AUM
$235M
1-Year Est. Return
19.74%
This Fund
S&P 500
1 Year Est. Return
+19.74%
AUM
$235M
AUM Growth
+$13.1M
(+5.9%)
Holding
393
Top Buys
| 1 | +$687K | |
| 2 | +$609K | |
| 3 | +$509K | |
| 4 |
Eli Lilly
LLY
|
+$466K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$366K |
Top Sells
| 1 | +$845K | |
| 2 | +$341K | |
| 3 | +$333K | |
| 4 |
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
|
+$320K |
| 5 |
Corning
GLW
|
+$284K |
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 | |
|---|---|---|---|---|---|---|
26
Vanguard Real Estate ETF
VNQ
$35.3B
| $1.88M | 0.8% |
21,215
+1,227
|
|
||
27
Berkshire Hathaway Class B
BRK.B
$1.1T
| $1.83M | 0.78% |
3,634
+199
|
|
||
28
Cisco
CSCO
$335B
| $1.8M | 0.76% |
23,331
-82
|
|
||
29
McDonald's
MCD
$233B
| $1.79M | 0.76% |
5,854
+89
|
|
||
30
Alphabet (Google) Class C
GOOG
$3.91T
| $1.76M | 0.75% |
5,595
+530
|
|
||
31
Merck
MRK
$303B
| $1.73M | 0.74% |
16,469
+35
|
|
||
32
Procter & Gamble
PG
$370B
| $1.69M | 0.72% |
11,764
+2,348
|
|
||
33
Visa
V
$638B
| $1.68M | 0.71% |
4,781
+209
|
|
||
34
Williams Companies
WMB
$81.7B
| $1.67M | 0.71% |
27,855
+383
|
|
||
35
Shopify
SHOP
$146B
| $1.65M | 0.7% |
10,264
+26
|
|
||
36
Home Depot
HD
$383B
| $1.55M | 0.66% |
4,496
+451
|
|
||
37
Medtronic
MDT
$132B
| $1.52M | 0.65% |
15,796
+71
|
|
||
38
Invesco S&P 500 Equal Weight ETF
RSP
$84.7B
| $1.48M | 0.63% |
7,700
|
|
||
|
39
Eli Lilly
LLY
$947B
| $1.46M | 0.62% |
1,362
+434
|
|
||
40
Johnson & Johnson
JNJ
$578B
| $1.45M | 0.62% |
6,995
-59
|
|
||
41
Caterpillar
CAT
$340B
| $1.44M | 0.61% |
2,507
+187
|
|
||
42
Abbott
ABT
$193B
| $1.43M | 0.61% |
11,431
+194
|
|
||
43
Honeywell
HON
$151B
| $1.4M | 0.6% |
7,180
+668
|
|
||
44
Lockheed Martin
LMT
$143B
| $1.35M | 0.57% |
2,784
+133
|
|
||
45
PepsiCo
PEP
$233B
| $1.33M | 0.56% |
9,251
+212
|
|
||
46
Qualcomm
QCOM
$147B
| $1.33M | 0.56% |
7,761
+132
|
|
||
47
Philip Morris
PM
$285B
| $1.25M | 0.53% |
7,812
-152
|
|
||
48
Walmart Inc
WMT
$1.05T
| $1.23M | 0.53% |
11,084
+2,651
|
|
||
49
Costco
COST
$444B
| $1.23M | 0.52% |
1,430
+122
|
|
||
50
Digital Realty Trust
DLR
$59B
| $1.2M | 0.51% |
7,772
+190
|
|