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
$182M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$298K
3
+$267K
4
PG icon
Procter & Gamble
PG
+$219K
5
COP icon
ConocoPhillips
COP
+$186K

Top Sells

1
+$854K
2
+$628K
3
+$381K
4
DIS icon
Walt Disney
DIS
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$319K

Sector Composition

1 Technology 12.76%
2 Financials 9.07%
3 Healthcare 7.02%
4 Consumer Discretionary 6.72%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$119K 0.07%
1,516
+76
152
$117K 0.06%
230
+19
153
$115K 0.06%
4,608
154
$109K 0.06%
1,386
155
$106K 0.06%
5,072
+983
156
$105K 0.06%
4,634
-800
157
$105K 0.06%
553
+60
158
$101K 0.06%
+873
159
$95.7K 0.05%
165
+10
160
$95.6K 0.05%
169
+7
161
$95.3K 0.05%
3,081
+480
162
$94K 0.05%
+171
163
$92K 0.05%
927
+99
164
$84.2K 0.05%
89
+8
165
$83.2K 0.05%
+369
166
$81.9K 0.05%
859
+817
167
$77.8K 0.04%
275
+18
168
$77.4K 0.04%
1,032
+135
169
$75.7K 0.04%
1,284
-380
170
$71.4K 0.04%
+761
171
$70.8K 0.04%
113
+13
172
$65.9K 0.04%
207
+27
173
$52.8K 0.03%
965
+162
174
$51.1K 0.03%
823
175
$48.6K 0.03%
400
-1
5 6
7
8 9