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
76
$712K 0.38%
+8,158
77
$682K 0.36%
+10,754
78
$625K 0.33%
+14,792
79
$616K 0.33%
+14,520
80
$613K 0.33%
+14,128
81
$592K 0.32%
+12,714
82
$583K 0.31%
+35,837
83
$579K 0.31%
+2,095
84
$556K 0.3%
+5,164
85
$549K 0.29%
+4,983
86
$496K 0.27%
+1,115
87
$492K 0.26%
+2,099
88
$491K 0.26%
+3,431
89
$488K 0.26%
+3,880
90
$475K 0.25%
+8,494
91
$473K 0.25%
+2,904
92
$465K 0.25%
+4,014
93
$457K 0.24%
+2,370
94
$450K 0.24%
+3,500
95
$441K 0.24%
+845
96
$441K 0.24%
+12,141
97
$431K 0.23%
+3,868
98
$409K 0.22%
+1,930
99
$405K 0.22%
+20,116
100
$400K 0.21%
+853
2 3
4
5 6