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
BSCZ
126
Invesco BulletShares 2035 Corporate Bond ETF
BSCZ
$235M
$275K 0.11%
13,410
+476
VCIT icon
127
Vanguard Intermediate-Term Corporate Bond ETF
VCIT
$64.4B
$270K 0.11%
3,265
-286
BSCU icon
128
Invesco BulletShares 2030 Corporate Bond ETF
BSCU
$2.51B
$263K 0.11%
15,750
FTV icon
129
Fortive
FTV
$18.4B
$258K 0.11%
4,675
+371
SCHD icon
130
Schwab US Dividend Equity ETF
SCHD
$89.9B
$249K 0.1%
8,130
-3,923
BSMT icon
131
Invesco BulletShares 2029 Municipal Bond ETF
BSMT
$261M
$248K 0.1%
10,759
-750
ASML icon
132
ASML
ASML
$614B
$246K 0.1%
186
-92
KO icon
133
Coca-Cola
KO
$337B
$245K 0.1%
3,228
-32
ODFL icon
134
Old Dominion Freight Line
ODFL
$41.3B
$226K 0.09%
1,157
+226
NOW icon
135
ServiceNow
NOW
$94B
$223K 0.09%
2,136
-264
PKG icon
136
Packaging Corp of America
PKG
$20B
$219K 0.09%
1,030
AFL icon
137
Aflac
AFL
$57.6B
$200K 0.08%
1,826
APH icon
138
Amphenol
APH
$157B
$198K 0.08%
1,565
-15
EBAY icon
139
eBay
EBAY
$47.8B
$195K 0.08%
2,142
KKR icon
140
KKR & Co
KKR
$91.2B
$191K 0.08%
2,067
+729
MPWR icon
141
Monolithic Power Systems
MPWR
$78.6B
$189K 0.08%
173
-3
IDXX icon
142
Idexx Laboratories
IDXX
$44.2B
$185K 0.08%
330
-1
CMI icon
143
Cummins
CMI
$93.8B
$185K 0.08%
343
+314
HIMU
144
iShares High Yield Muni Active ETF
HIMU
$2.07B
$184K 0.08%
3,840
+936
CTAS icon
145
Cintas
CTAS
$66.8B
$183K 0.08%
1,084
+418
SPGI icon
146
S&P Global
SPGI
$124B
$177K 0.07%
415
+156
SYK icon
147
Stryker
SYK
$109B
$174K 0.07%
530
+38
BSMU icon
148
Invesco BulletShares 2030 Municipal Bond ETF
BSMU
$252M
$172K 0.07%
7,900
BAC icon
149
Bank of America
BAC
$364B
$171K 0.07%
3,503
-736
MXI icon
150
iShares Global Materials ETF
MXI
$332M
$169K 0.07%
1,589
4 5
6
7 8