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
51
$962K 0.51%
+5,051
52
$959K 0.51%
+6,241
53
$942K 0.5%
+6,972
54
$923K 0.49%
+6,379
55
$908K 0.49%
+2,334
56
$906K 0.48%
+22,655
57
$886K 0.47%
+3,148
58
$878K 0.47%
+2,188
59
$877K 0.47%
+45,037
60
$859K 0.46%
+21,394
61
$846K 0.45%
+2,530
62
$832K 0.44%
+4,316
63
$826K 0.44%
+9,141
64
$820K 0.44%
+5,660
65
$819K 0.44%
+7,749
66
$818K 0.44%
+2,822
67
$805K 0.43%
+6,793
68
$804K 0.43%
+8,261
69
$773K 0.41%
+2,329
70
$771K 0.41%
+8,450
71
$767K 0.41%
+2,113
72
$762K 0.41%
+8,929
73
$746K 0.4%
+15,695
74
$739K 0.4%
+8,139
75
$714K 0.38%
+925
1 2
3
4 5