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
101
$429K 0.19%
3,468
+35
102
$427K 0.19%
+1,231
103
$406K 0.18%
5,355
-4,305
104
$403K 0.18%
3,203
105
$401K 0.18%
2,180
+40
106
$390K 0.18%
650
+50
107
$387K 0.17%
8,400
108
$384K 0.17%
2,700
109
$380K 0.17%
2,715
110
$369K 0.17%
826
-1
111
$369K 0.17%
1,309
-9
112
$340K 0.15%
2,321
+156
113
$338K 0.15%
14,455
-575
114
$336K 0.15%
1,745
+16
115
$321K 0.14%
2,394
+18
116
$320K 0.14%
13,062
117
$312K 0.14%
549
118
$303K 0.14%
1,489
+121
119
$290K 0.13%
1,199
120
$288K 0.13%
15,313
+529
121
$275K 0.12%
3,265
-100
122
$266K 0.12%
15,941
+3,322
123
$266K 0.12%
11,509
-575
124
$258K 0.12%
1,299
+148
125
$252K 0.11%
510
-27
3 4
5
6 7