YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.5%
This Quarter Est. Return
1 Year Est. Return
+17.5%
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
126
$233K 0.12%
+12,685
127
$232K 0.12%
+1,030
128
$230K 0.12%
+474
129
$209K 0.11%
+3,459
130
$204K 0.11%
+2,382
131
$199K 0.11%
+8,530
132
$189K 0.1%
+1,826
133
$185K 0.1%
+2,975
134
$180K 0.1%
+286
135
$169K 0.09%
+707
136
$154K 0.08%
+3,498
137
$153K 0.08%
+2,117
138
$143K 0.08%
+8,885
139
$139K 0.07%
+385
140
$136K 0.07%
+8,280
141
$133K 0.07%
+2,142
142
$131K 0.07%
+386
143
$128K 0.07%
+4,608
144
$125K 0.07%
+5,434
145
$123K 0.07%
+1,589
146
$123K 0.07%
+2,936
147
$121K 0.06%
+1,745
148
$120K 0.06%
+2,094
149
$118K 0.06%
+828
150
$112K 0.06%
+633
4 5
6
7 8