YP
YANKCOM Partnership Portfolio holdings
AUM
$243M
1-Year Est. Return
21.59%
This Fund
S&P 500
1 Year Est. Return
+21.59%
AUM
$243M
AUM Growth
+$8.02M
(+3.4%)
Holding
411
Top Buys
| 1 | +$2.05M | |
| 2 | +$1.92M | |
| 3 | +$1.54M | |
| 4 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.29M |
| 5 |
Vanguard S&P 500 ETF
VOO
|
+$1.23M |
Top Sells
| 1 | +$253K | |
| 2 | +$183K | |
| 3 | +$181K | |
| 4 |
Pacer US Cash Cows 100 ETF
COWZ
|
+$180K |
| 5 |
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 | |
|---|---|---|---|---|---|---|
26
Ameriprise Financial
AMP
$41.9B
| $1.89M | 0.78% |
4,248
+193
|
|
||
27
McDonald's
MCD
$196B
| $1.86M | 0.77% |
5,994
+140
|
|
||
28
Cisco
CSCO
$381B
| $1.84M | 0.76% |
23,772
+441
|
|
||
29
Berkshire Hathaway Class B
BRK.B
$1.03T
| $1.82M | 0.75% |
3,806
+172
|
|
||
30
Meta Platforms (Facebook)
META
$1.55T
| $1.81M | 0.75% |
3,170
+30
|
|
||
31
Procter & Gamble
PG
$341B
| $1.73M | 0.71% |
12,003
+239
|
|
||
32
Home Depot
HD
$316B
| $1.67M | 0.69% |
5,092
+596
|
|
||
33
Honeywell
HON
$135B
| $1.66M | 0.68% |
7,329
+149
|
|
||
34
Alphabet (Google) Class C
GOOG
$4.81T
| $1.6M | 0.66% |
5,570
-25
|
|
||
35
Visa
V
$606B
| $1.58M | 0.65% |
5,227
+446
|
|
||
36
Costco
COST
$448B
| $1.55M | 0.64% |
1,554
+124
|
|
||
37
PepsiCo
PEP
$211B
| $1.54M | 0.63% |
9,911
+660
|
|
||
|
38
Lockheed Martin
LMT
$117B
| $1.52M | 0.63% |
2,519
-265
|
|
||
39
Tesla
TSLA
$1.61T
| $1.52M | 0.62% |
4,087
-127
|
|
||
40
Johnson & Johnson
JNJ
$533B
| $1.52M | 0.62% |
6,211
-784
|
|
||
41
Caterpillar
CAT
$413B
| $1.52M | 0.62% |
2,141
-366
|
|
||
42
Invesco S&P 500 Equal Weight ETF
RSP
$88B
| $1.48M | 0.61% |
7,700
|
|
||
43
Medtronic
MDT
$97.8B
| $1.45M | 0.6% |
16,709
+913
|
|
||
44
Chevron
CVX
$359B
| $1.41M | 0.58% |
6,794
+585
|
|
||
45
Digital Realty Trust
DLR
$68.6B
| $1.39M | 0.57% |
7,705
-67
|
|
||
46
Walmart Inc
WMT
$1.04T
| $1.34M | 0.55% |
10,822
-262
|
|
||
47
Novartis
NVS
$279B
| $1.27M | 0.52% |
8,313
-186
|
|
||
48
Eli Lilly
LLY
$846B
| $1.23M | 0.51% |
1,338
-24
|
|
||
49
Shopify
SHOP
$143B
| $1.22M | 0.5% |
10,293
+29
|
|
||
50
Quest Diagnostics
DGX
$20.7B
| $1.21M | 0.5% |
6,199
-47
|
|