YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$204M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1
+$1.57M
2
+$749K
3
+$646K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$627K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$582K

Top Sells

1
+$819K
2
+$136K
3
+$97.8K
4
MSCI icon
MSCI
MSCI
+$95.6K
5
FTV icon
Fortive
FTV
+$88.2K

Sector Composition

1 Technology 14.02%
2 Financials 9.31%
3 Consumer Discretionary 6.67%
4 Healthcare 6.05%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VNQ icon
26
Vanguard Real Estate ETF
VNQ
$33.4B
$1.67M 0.82%
18,792
+1,267
MCD icon
27
McDonald's
MCD
$225B
$1.66M 0.81%
5,697
+118
XOM icon
28
Exxon Mobil
XOM
$492B
$1.62M 0.79%
15,024
+681
BRK.B icon
29
Berkshire Hathaway Class B
BRK.B
$1.07T
$1.56M 0.76%
3,218
-161
ABT icon
30
Abbott
ABT
$218B
$1.53M 0.75%
11,263
+12
V icon
31
Visa
V
$673B
$1.52M 0.75%
4,295
+233
HON icon
32
Honeywell
HON
$126B
$1.48M 0.73%
6,372
+178
PM icon
33
Philip Morris
PM
$244B
$1.48M 0.73%
8,138
-38
PG icon
34
Procter & Gamble
PG
$338B
$1.48M 0.72%
9,268
+154
RSP icon
35
Invesco S&P 500 Equal Weight ETF
RSP
$75.8B
$1.4M 0.68%
7,700
MDT icon
36
Medtronic
MDT
$126B
$1.36M 0.67%
15,637
+215
DLR icon
37
Digital Realty Trust
DLR
$51.5B
$1.33M 0.65%
7,604
+250
TSLA icon
38
Tesla
TSLA
$1.6T
$1.3M 0.64%
4,098
-84
COST icon
39
Costco
COST
$380B
$1.28M 0.63%
1,296
-49
PEP icon
40
PepsiCo
PEP
$203B
$1.28M 0.63%
9,708
+279
DGX icon
41
Quest Diagnostics
DGX
$19.6B
$1.25M 0.61%
6,957
+14
BSCQ icon
42
Invesco BulletShares 2026 Corporate Bond ETF
BSCQ
$4.29B
$1.25M 0.61%
63,924
-460
MRK icon
43
Merck
MRK
$251B
$1.24M 0.61%
15,713
+698
QCOM icon
44
Qualcomm
QCOM
$188B
$1.2M 0.59%
7,508
+591
LMT icon
45
Lockheed Martin
LMT
$110B
$1.19M 0.58%
2,565
+194
SHOP icon
46
Shopify
SHOP
$221B
$1.18M 0.58%
10,224
BKNG icon
47
Booking.com
BKNG
$174B
$1.11M 0.54%
191
-13
QUAL icon
48
iShares MSCI USA Quality Factor ETF
QUAL
$47.9B
$1.1M 0.54%
6,000
NVS icon
49
Novartis
NVS
$261B
$1.09M 0.53%
9,004
+44
JNJ icon
50
Johnson & Johnson
JNJ
$497B
$1.08M 0.53%
7,042
+58
1
2
3 4 5