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
126
$248K 0.11%
1,004
-12
127
$226K 0.1%
331
+2
128
$224K 0.1%
1,030
129
$222K 0.1%
8,130
-4,791
130
$216K 0.1%
223
+2
131
$215K 0.1%
10,278
+3,105
132
$213K 0.1%
4,764
133
$206K 0.09%
12,200
134
$204K 0.09%
1,826
-24
135
$203K 0.09%
3,054
-16
136
$201K 0.09%
9,369
+3,073
137
$201K 0.09%
1,622
+12
138
$196K 0.09%
4,000
+398
139
$195K 0.09%
280
+4
140
$195K 0.09%
2,142
141
$186K 0.08%
8,866
142
$186K 0.08%
+1,020
143
$180K 0.08%
3,498
-116
144
$176K 0.08%
713
-353
145
$173K 0.08%
7,900
146
$169K 0.08%
+265
147
$168K 0.08%
1,294
+19
148
$162K 0.07%
437
+3
149
$152K 0.07%
439
+8
150
$152K 0.07%
165
+2
4 5
6
7 8