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
$235M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$602K
3 +$499K
4
LLY icon
Eli Lilly
LLY
+$415K
5
MSFT icon
Microsoft
MSFT
+$370K

Top Sells

1 +$845K
2 +$341K
3 +$327K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$279K

Sector Composition

1 Technology 14.44%
2 Financials 9.53%
3 Consumer Discretionary 6.52%
4 Healthcare 6.37%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
PANW icon
126
Palo Alto Networks
PANW
$128B
$293K 0.12%
1,589
+100
ACN icon
127
Accenture
ACN
$119B
$269K 0.11%
1,004
BSCZ
128
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$202M
$269K 0.11%
12,934
+7,890
BSCU icon
129
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.44B
$266K 0.11%
15,750
+3,550
BSMT icon
130
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$253M
$266K 0.11%
11,509
INTU icon
131
Intuit
INTU
$120B
$246K 0.1%
371
+40
FTV icon
132
Fortive
FTV
$17B
$238K 0.1%
4,304
+304
BAC icon
133
Bank of America
BAC
$346B
$233K 0.1%
4,239
+741
KO icon
134
Coca-Cola
KO
$324B
$228K 0.1%
3,260
+206
IDXX icon
135
Idexx Laboratories
IDXX
$45.5B
$224K 0.1%
331
+66
APH icon
136
Amphenol
APH
$158B
$214K 0.09%
1,580
-42
XLE icon
137
State Street Energy Select Sector SPDR ETF
XLE
$42.8B
$213K 0.09%
4,764
PKG icon
138
Packaging Corp of America
PKG
$18.9B
$212K 0.09%
1,030
AFL icon
139
Aflac
AFL
$54.8B
$201K 0.09%
1,826
PLTR icon
140
Palantir
PLTR
$367B
$194K 0.08%
1,089
+69
SPOT icon
141
Spotify
SPOT
$100B
$191K 0.08%
329
+49
EBAY icon
142
eBay
EBAY
$39.7B
$187K 0.08%
2,142
GCOW icon
143
Pacer Global Cash Cows Dividend ETF
GCOW
$3.18B
$181K 0.08%
+4,389
COWZ icon
144
Pacer US Cash Cows 100 ETF
COWZ
$18.1B
$180K 0.08%
+2,993
SNPS icon
145
Synopsys
SNPS
$79.9B
$178K 0.08%
379
-131
VUG icon
146
Vanguard Growth ETF
VUG
$188B
$176K 0.07%
+361
BSMU icon
147
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$242M
$174K 0.07%
7,900
SYK icon
148
Stryker
SYK
$126B
$173K 0.07%
492
+55
KKR icon
149
KKR & Co
KKR
$80.2B
$171K 0.07%
1,338
+44
MPWR icon
150
Monolithic Power Systems
MPWR
$53.5B
$160K 0.07%
176
+11