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
+$687K
2
+$609K
3
+$509K
4
LLY icon
Eli Lilly
LLY
+$466K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$366K

Top Sells

1
+$845K
2
+$341K
3
+$333K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$284K

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
SHW icon
151
Sherwin-Williams
SHW
$89.7B
$159K 0.07%
491
+52
SCHW icon
152
Charles Schwab
SCHW
$187B
$158K 0.07%
1,585
+145
MXI icon
153
iShares Global Materials ETF
MXI
$315M
$154K 0.07%
1,589
SCHG icon
154
Schwab US Large-Cap Growth ETF
SCHG
$50.9B
$150K 0.06%
4,608
CMG icon
155
Chipotle Mexican Grill
CMG
$51.4B
$150K 0.06%
4,062
+363
LECO icon
156
Lincoln Electric
LECO
$16.4B
$150K 0.06%
625
+13
ODFL icon
157
Old Dominion Freight Line
ODFL
$42.3B
$146K 0.06%
931
+83
DDOG icon
158
Datadog
DDOG
$39.2B
$145K 0.06%
1,069
+78
HIMU
159
iShares High Yield Muni Active ETF
HIMU
$2.5B
$141K 0.06%
2,904
+137
SPGI icon
160
S&P Global
SPGI
$133B
$135K 0.06%
259
+19
PGR icon
161
Progressive
PGR
$119B
$134K 0.06%
590
-123
URI icon
162
United Rentals
URI
$56.7B
$130K 0.06%
161
+5
CTAS icon
163
Cintas
CTAS
$78.3B
$125K 0.05%
666
+31
SRLN icon
164
State Street Blackstone Senior Loan ETF
SRLN
$6.37B
$121K 0.05%
2,936
BLK icon
165
Blackrock
BLK
$164B
$108K 0.05%
101
+21
HYG icon
166
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$17.9B
$107K 0.05%
1,331
-55
CPRT icon
167
Copart
CPRT
$39.1B
$103K 0.04%
2,635
+80
WING icon
168
Wingstop
WING
$7.34B
$102K 0.04%
426
+39
MBB icon
169
iShares MBS ETF
MBB
$39.2B
$99.5K 0.04%
1,045
+284
UNH icon
170
UnitedHealth
UNH
$251B
$99K 0.04%
300
+38
CASY icon
171
Casey's General Stores
CASY
$24.5B
$97.8K 0.04%
177
+90
VGT icon
172
Vanguard Information Technology ETF
VGT
$111B
$95K 0.04%
126
VSGX icon
173
Vanguard ESG International Stock ETF
VSGX
$6.05B
$88.3K 0.04%
1,233
-51
GS icon
174
Goldman Sachs
GS
$279B
$84.4K 0.04%
96
+79
TSM icon
175
TSMC
TSM
$1.81T
$77.2K 0.03%
254
+174
5 6
7
8 9