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
SHW icon
151
Sherwin-Williams
SHW
$78.1B
$166K 0.07%
517
+26
PLTR icon
152
Palantir
PLTR
$330B
$158K 0.06%
1,077
-12
MNST icon
153
Monster Beverage
MNST
$84.4B
$156K 0.06%
+2,147
VUG icon
154
Vanguard Growth ETF
VUG
$36.9B
$154K 0.06%
353
-8
LECO icon
155
Lincoln Electric
LECO
$14.9B
$152K 0.06%
612
-13
SNPS icon
156
Synopsys
SNPS
$98.9B
$149K 0.06%
375
-4
CASY icon
157
Casey's General Stores
CASY
$31.8B
$142K 0.06%
195
+18
SCHW icon
158
Charles Schwab
SCHW
$154B
$137K 0.06%
1,463
-122
PWR icon
159
Quanta Services
PWR
$112B
$137K 0.06%
+250
DDOG icon
160
Datadog
DDOG
$71.2B
$127K 0.05%
1,080
+11
SPOT icon
161
Spotify
SPOT
$85.9B
$119K 0.05%
245
-84
URI icon
162
United Rentals
URI
$58.7B
$118K 0.05%
162
+1
SRLN icon
163
State Street Blackstone Senior Loan ETF
SRLN
$4.97B
$118K 0.05%
2,936
INTU icon
164
Intuit
INTU
$110B
$109K 0.05%
253
-118
VTI icon
165
Vanguard Total Stock Market ETF
VTI
$634B
$109K 0.04%
+340
HYG icon
166
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.9B
$106K 0.04%
1,331
SCHG icon
167
Schwab US Large-Cap Growth ETF
SCHG
$57.7B
$106K 0.04%
3,628
-980
VXUS icon
168
Vanguard Total International Stock ETF
VXUS
$148B
$91.2K 0.04%
1,183
+360
VSGX icon
169
Vanguard ESG International Stock ETF
VSGX
$6.55B
$88.4K 0.04%
1,233
VGT icon
170
Vanguard Information Technology ETF
VGT
$16.9B
$87.9K 0.04%
126
BLK icon
171
Blackrock
BLK
$169B
$85.6K 0.04%
89
-12
AMAT icon
172
Applied Materials
AMAT
$346B
$81.7K 0.03%
239
-13
PGR icon
173
Progressive
PGR
$113B
$76.3K 0.03%
385
-205
PWV icon
174
Invesco Large Cap Value ETF
PWV
$1.45B
$75.1K 0.03%
1,077
UNH icon
175
UnitedHealth
UNH
$345B
$74.1K 0.03%
274
-26