YP

YANKCOM Partnership Portfolio holdings

AUM $235M
1-Year Est. Return 19.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.74%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.8M
3
+$10.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.62M
5
AMZN icon
Amazon
AMZN
+$6.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.87%
2 Financials 9.27%
3 Consumer Discretionary 7.12%
4 Healthcare 6.61%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.57M 0.84%
+17,577
27
$1.53M 0.82%
+3,376
28
$1.52M 0.81%
+14,097
29
$1.45M 0.77%
+24,409
30
$1.44M 0.77%
+9,463
31
$1.42M 0.76%
+3,521
32
$1.38M 0.74%
+6,105
33
$1.36M 0.73%
+13,662
34
$1.35M 0.72%
+7,700
35
$1.32M 0.71%
+7,471
36
$1.31M 0.7%
+7,829
37
$1.31M 0.7%
+4,133
38
$1.27M 0.68%
+11,236
39
$1.27M 0.68%
+1,386
40
$1.26M 0.67%
+64,849
41
$1.2M 0.64%
+58,155
42
$1.15M 0.62%
+14,403
43
$1.15M 0.61%
+9,526
44
$1.14M 0.61%
+2,350
45
$1.1M 0.59%
+2,165
46
$1.09M 0.58%
+10,225
47
$1.07M 0.57%
+6,000
48
$1.07M 0.57%
+7,063
49
$1.02M 0.55%
+206
50
$972K 0.52%
+5,249
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