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
$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
26
$1.67M 0.82%
18,792
+1,267
27
$1.66M 0.81%
5,697
+118
28
$1.62M 0.79%
15,024
+681
29
$1.56M 0.76%
3,218
-161
30
$1.53M 0.75%
11,263
+12
31
$1.52M 0.75%
4,295
+233
32
$1.48M 0.73%
6,372
+178
33
$1.48M 0.73%
8,138
-38
34
$1.48M 0.72%
9,268
+154
35
$1.4M 0.68%
7,700
36
$1.36M 0.67%
15,637
+215
37
$1.33M 0.65%
7,604
+250
38
$1.3M 0.64%
4,098
-84
39
$1.28M 0.63%
1,296
-49
40
$1.28M 0.63%
9,708
+279
41
$1.25M 0.61%
6,957
+14
42
$1.25M 0.61%
63,924
-460
43
$1.24M 0.61%
15,713
+698
44
$1.2M 0.59%
7,508
+591
45
$1.19M 0.58%
2,565
+194
46
$1.18M 0.58%
10,224
47
$1.11M 0.54%
191
-13
48
$1.1M 0.54%
6,000
49
$1.09M 0.53%
9,004
+44
50
$1.08M 0.53%
7,042
+58
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