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
101
$398K 0.21%
+765
102
$397K 0.21%
+16,803
103
$389K 0.21%
+15,852
104
$382K 0.2%
+16,213
105
$378K 0.2%
+3,813
106
$378K 0.2%
+2,600
107
$376K 0.2%
+2,052
108
$372K 0.2%
+4,029
109
$368K 0.2%
+2,800
110
$365K 0.2%
+8,400
111
$359K 0.19%
+2,715
112
$353K 0.19%
+1,004
113
$353K 0.19%
+12,921
114
$348K 0.19%
+3,000
115
$347K 0.19%
+4,843
116
$341K 0.18%
+1,309
117
$327K 0.17%
+14,127
118
$298K 0.16%
+5,279
119
$297K 0.16%
+3,330
120
$282K 0.15%
+535
121
$265K 0.14%
+1,198
122
$261K 0.14%
+511
123
$237K 0.13%
+1,034
124
$233K 0.12%
+1,282
125
$233K 0.12%
+23,520
3 4
5
6 7