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YANKCOM Partnership Portfolio holdings
AUM
$279M
1-Year Est. Return
24.42%
This Fund
S&P 500
This Quarter
Est. Return
+1%
1 Year Est. Return
+24.42%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$190M
Cap. Flow
% of AUM
101.47%
Top 10 Holdings %
Top 10 Hldgs %
38.86%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
+$12.6M |
| 2 |
SCHV
Schwab US Large-Cap Value ETF
SCHV
|
+$11.2M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
+$10.9M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$8.88M |
| 5 |
Microsoft
MSFT
|
+$5.8M |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Miscellaneous | 43.61% |
| 2 | Technology | 13.87% |
| 3 | Financials | 9.27% |
| 4 | Consumer Discretionary | 7.12% |
| 5 | Healthcare | 6.61% |
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YANKCOM Partnership's Q4 2024 Portfolio in Review
Q4 2024 is the first quarter with a 13F filing on record for YANKCOM Partnership, which disclosed 266 positions worth $187M. Its ten largest holdings account for 39% of the portfolio.
Its largest position is Vanguard FTSE Developed Markets ETF: 251,844 shares worth $12M.
By sector, the portfolio is most concentrated in Miscellaneous at 44% of assets, followed by Technology and Financials.
- YANKCOM Partnership's largest Q4 2024 buy was Vanguard FTSE Developed Markets ETF: 251,844 shares worth $12M.
- YANKCOM Partnership's ten largest holdings make up 39% of its $187M portfolio in Q4 2024.
- YANKCOM Partnership disclosed 266 positions in Q4 2024, its first 13F filing on record.
Based on YANKCOM Partnership's 13F filing for Q4 2024, filed 27 Jan 2025.