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
$182M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$298K
3
+$267K
4
PG icon
Procter & Gamble
PG
+$219K
5
COP icon
ConocoPhillips
COP
+$186K

Top Sells

1
+$854K
2
+$628K
3
+$381K
4
DIS icon
Walt Disney
DIS
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$319K

Sector Composition

1 Technology 12.76%
2 Financials 9.07%
3 Healthcare 7.02%
4 Consumer Discretionary 6.72%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$999K 0.55%
8,960
+699
52
$988K 0.54%
5,249
53
$976K 0.54%
10,224
-1
54
$954K 0.52%
5,700
+40
55
$940K 0.52%
204
-2
56
$905K 0.5%
8,096
+347
57
$890K 0.49%
4,300
-16
58
$873K 0.48%
44,578
-459
59
$868K 0.48%
2,368
+34
60
$838K 0.46%
8,040
-99
61
$835K 0.46%
5,344
+293
62
$827K 0.46%
8,433
-17
63
$817K 0.45%
2,770
-52
64
$805K 0.44%
9,167
+26
65
$790K 0.43%
2,187
-1
66
$787K 0.43%
11,095
+6,252
67
$773K 0.43%
3,170
+22
68
$750K 0.41%
6,718
-75
69
$734K 0.4%
889
-36
70
$733K 0.4%
15,524
+2,810
71
$728K 0.4%
6,979
+7
72
$718K 0.39%
2,176
+63
73
$688K 0.38%
2,565
+35
74
$678K 0.37%
10,754
75
$640K 0.35%
2,353
+24
1 2
3
4 5