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
$243M
AUM Growth
+$8.02M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
411
New
Increased
Reduced
Closed

Top Buys

1
+$2.05M
2
+$1.92M
3
+$1.54M
4
IWY icon
iShares Russell Top 200 Growth ETF
IWY
+$1.29M
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.23M

Top Sells

1
+$253K
2
+$183K
3
+$181K
4
COWZ icon
Pacer US Cash Cows 100 ETF
COWZ
+$180K
5
LMT icon
Lockheed Martin
LMT
+$163K

Sector Composition

1 Technology 13.04%
2 Financials 8.76%
3 Healthcare 6.05%
4 Consumer Discretionary 5.93%
5 Industrials 5.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
QQQ icon
101
Invesco QQQ Trust
QQQ
$465B
$421K 0.17%
730
ISRG icon
102
Intuitive Surgical
ISRG
$159B
$414K 0.17%
898
+20
IHDG icon
103
WisdomTree International Hedged Quality Dividend Growth Fund
IHDG
$2.23B
$404K 0.17%
8,400
PYPL icon
104
PayPal
PYPL
$40B
$400K 0.16%
8,840
-303
ACN icon
105
Accenture
ACN
$111B
$393K 0.16%
1,982
+978
DSI icon
106
iShares MSCI KLD 400 Social ETF
DSI
$5.3B
$388K 0.16%
3,203
DVY icon
107
iShares Select Dividend ETF
DVY
$22.4B
$386K 0.16%
2,550
XYL icon
108
Xylem
XYL
$27B
$359K 0.15%
3,000
BSMS icon
109
Invesco BulletShares 2028 Municipal Bond ETF
BSMS
$300M
$357K 0.15%
15,266
+1,575
SDY icon
110
State Street SPDR S&P Dividend ETF
SDY
$21.7B
$356K 0.15%
2,442
-273
AMT icon
111
American Tower
AMT
$82.2B
$344K 0.14%
1,996
+248
NFLX icon
112
Netflix
NFLX
$368B
$344K 0.14%
3,576
-437
BSCV icon
113
Invesco BulletShares 2031 Corporate Bond ETF
BSCV
$1.66B
$341K 0.14%
20,733
BSCY
114
Invesco BulletShares 2034 Corporate Bond ETF
BSCY
$531M
$341K 0.14%
16,469
+1,900
ADBE icon
115
Adobe
ADBE
$102B
$336K 0.14%
1,383
+92
BSCT icon
116
Invesco BulletShares 2029 Corporate Bond ETF
BSCT
$2.8B
$335K 0.14%
17,973
ZTS icon
117
Zoetis
ZTS
$34.8B
$332K 0.14%
2,806
+404
LRCX icon
118
Lam Research
LRCX
$368B
$322K 0.13%
1,506
-513
IWM icon
119
iShares Russell 2000 ETF
IWM
$78.5B
$298K 0.12%
1,201
MA icon
120
Mastercard
MA
$438B
$295K 0.12%
591
+3
XLE icon
121
State Street Energy Select Sector SPDR ETF
XLE
$38.7B
$292K 0.12%
4,764
BSCX icon
122
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$962M
$292K 0.12%
13,792
BSCW icon
123
Invesco BulletShares 2032 Corporate Bond ETF
BSCW
$1.42B
$291K 0.12%
14,111
DHR icon
124
Danaher
DHR
$121B
$285K 0.12%
1,505
+189
PANW icon
125
Palo Alto Networks
PANW
$169B
$280K 0.12%
1,746
+157
3 4
5
6 7