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
76
$725K 0.33%
15,857
+1,851
77
$723K 0.33%
8,158
78
$708K 0.32%
928
+34
79
$708K 0.32%
4,230
+34
80
$703K 0.32%
13,927
-265
81
$693K 0.31%
6,679
-381
82
$669K 0.3%
7,462
+232
83
$659K 0.3%
2,780
+67
84
$653K 0.29%
5,806
+132
85
$639K 0.29%
9,528
+312
86
$629K 0.28%
27,418
-6,582
87
$622K 0.28%
2,204
+77
88
$618K 0.28%
1,014
+40
89
$599K 0.27%
2,187
+32
90
$561K 0.25%
5,926
+126
91
$550K 0.25%
23,226
92
$544K 0.25%
2,600
93
$512K 0.23%
1,055
+106
94
$510K 0.23%
3,500
95
$510K 0.23%
2,537
+57
96
$507K 0.23%
21,440
97
$465K 0.21%
22,600
+485
98
$464K 0.21%
1,314
+36
99
$443K 0.2%
3,000
-4
100
$441K 0.2%
3,680
+110
2 3
4
5 6