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
151
$109K 0.06%
+1,386
152
$107K 0.06%
+588
153
$107K 0.06%
+1,440
154
$105K 0.06%
+211
155
$98.3K 0.05%
+257
156
$97.2K 0.05%
+162
157
$94.4K 0.05%
+803
158
$94.3K 0.05%
+1,664
159
$94.1K 0.05%
+426
160
$93.6K 0.05%
+135
161
$92.5K 0.05%
+501
162
$92.4K 0.05%
+493
163
$91.7K 0.05%
+155
164
$84.3K 0.05%
+4,089
165
$84.2K 0.05%
+4,187
166
$83K 0.04%
+81
167
$81.6K 0.04%
+2,601
168
$70.4K 0.04%
+100
169
$68.6K 0.04%
+897
170
$61.4K 0.03%
+180
171
$57K 0.03%
+2,420
172
$53K 0.03%
+505
173
$48.5K 0.03%
+823
174
$48K 0.03%
+1,291
175
$45.4K 0.02%
+632
5 6
7
8 9