YP

YANKCOM Partnership Portfolio holdings

AUM $243M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
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
+$686K
2
+$630K
3
+$528K
4
SNA icon
Snap-on
SNA
+$403K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$589K
2
+$334K
3
+$164K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$131K

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
26
$1.75M 0.79%
5,765
+68
27
$1.74M 0.78%
27,472
+798
28
$1.73M 0.78%
3,435
+217
29
$1.72M 0.78%
3,511
+83
30
$1.64M 0.74%
4,045
+1,603
31
$1.6M 0.72%
23,413
-939
32
$1.56M 0.7%
4,572
+277
33
$1.52M 0.69%
10,238
+14
34
$1.51M 0.68%
11,237
-26
35
$1.5M 0.67%
15,725
+88
36
$1.46M 0.66%
7,700
37
$1.45M 0.65%
9,416
+148
38
$1.38M 0.62%
16,434
+721
39
$1.37M 0.62%
6,909
+148
40
$1.32M 0.6%
2,651
+86
41
$1.31M 0.59%
7,582
-22
42
$1.31M 0.59%
7,054
+12
43
$1.29M 0.58%
7,964
-174
44
$1.27M 0.57%
9,039
-669
45
$1.27M 0.57%
7,629
+121
46
$1.25M 0.56%
63,924
47
$1.23M 0.56%
5,065
-445
48
$1.21M 0.55%
1,308
+12
49
$1.19M 0.53%
6,226
-731
50
$1.17M 0.53%
6,000
1
2
3 4 5