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
51
$1.11M 0.5%
2,320
+59
52
$1.08M 0.49%
8,409
-595
53
$1.07M 0.48%
5,249
54
$1.03M 0.46%
23,425
+804
55
$1.03M 0.46%
4,750
-25
56
$1.02M 0.46%
13,549
+2,347
57
$1.02M 0.46%
2,182
58
$985K 0.44%
8,601
+338
59
$972K 0.44%
4,529
+89
60
$938K 0.42%
5,904
+1,189
61
$932K 0.42%
2,490
+44
62
$909K 0.41%
5,854
+228
63
$901K 0.41%
45,703
-410
64
$876K 0.39%
10,682
-747
65
$869K 0.39%
8,433
+43
66
$864K 0.39%
50,017
+14,422
67
$852K 0.38%
15,653
+33
68
$846K 0.38%
18,989
+625
69
$845K 0.38%
40,859
-6,952
70
$817K 0.37%
10,754
71
$808K 0.36%
9,546
+846
72
$790K 0.36%
2,895
+90
73
$756K 0.34%
3,444
-171
74
$749K 0.34%
4,382
+53
75
$748K 0.34%
3,170
1 2
3
4 5