YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$222M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$705K
2
+$650K
3
+$541K
4
SNA icon
Snap-on
SNA
+$427K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

Top Sells

1
+$576K
2
+$327K
3
+$151K
4
BSCP icon
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
DGX icon
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
MCD icon
26
McDonald's
MCD
$213B
$1.75M 0.79%
5,765
+68
WMB icon
27
Williams Companies
WMB
$71B
$1.74M 0.78%
27,472
+798
BRK.B icon
28
Berkshire Hathaway Class B
BRK.B
$1.06T
$1.73M 0.78%
3,435
+217
AMP icon
29
Ameriprise Financial
AMP
$42.5B
$1.72M 0.78%
3,511
+83
HD icon
30
Home Depot
HD
$366B
$1.64M 0.74%
4,045
+1,603
CSCO icon
31
Cisco
CSCO
$281B
$1.6M 0.72%
23,413
-939
V icon
32
Visa
V
$652B
$1.56M 0.7%
4,572
+277
SHOP icon
33
Shopify
SHOP
$204B
$1.52M 0.69%
10,238
+14
ABT icon
34
Abbott
ABT
$216B
$1.51M 0.68%
11,237
-26
MDT icon
35
Medtronic
MDT
$115B
$1.5M 0.67%
15,725
+88
RSP icon
36
Invesco S&P 500 Equal Weight ETF
RSP
$73.3B
$1.46M 0.66%
7,700
PG icon
37
Procter & Gamble
PG
$340B
$1.45M 0.65%
9,416
+148
MRK icon
38
Merck
MRK
$212B
$1.38M 0.62%
16,434
+721
HON icon
39
Honeywell
HON
$125B
$1.37M 0.62%
6,512
+140
LMT icon
40
Lockheed Martin
LMT
$108B
$1.32M 0.6%
2,651
+86
DLR icon
41
Digital Realty Trust
DLR
$58.2B
$1.31M 0.59%
7,582
-22
JNJ icon
42
Johnson & Johnson
JNJ
$450B
$1.31M 0.59%
7,054
+12
PM icon
43
Philip Morris
PM
$233B
$1.29M 0.58%
7,964
-174
PEP icon
44
PepsiCo
PEP
$193B
$1.27M 0.57%
9,039
-669
QCOM icon
45
Qualcomm
QCOM
$188B
$1.27M 0.57%
7,629
+121
BSCQ icon
46
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.23B
$1.25M 0.56%
63,924
GOOG icon
47
Alphabet (Google) Class C
GOOG
$3.46T
$1.23M 0.56%
5,065
-445
COST icon
48
Costco
COST
$408B
$1.21M 0.55%
1,308
+12
DGX icon
49
Quest Diagnostics
DGX
$19.6B
$1.19M 0.53%
6,226
-731
QUAL icon
50
iShares MSCI USA Quality Factor ETF
QUAL
$53.2B
$1.17M 0.53%
6,000
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