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
$204M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$749K
3 +$646K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$627K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$582K

Top Sells

1 +$819K
2 +$136K
3 +$97.8K
4
MSCI icon
MSCI
MSCI
+$95.6K
5
FTV icon
Fortive
FTV
+$88.2K

Sector Composition

1 Technology 14.02%
2 Financials 9.31%
3 Consumer Discretionary 6.67%
4 Healthcare 6.05%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
SCHW icon
151
Charles Schwab
SCHW
$176B
$138K 0.07%
1,516
MXI icon
152
iShares Global Materials ETF
MXI
$235M
$136K 0.07%
1,589
SCHG icon
153
Schwab US Large-Cap Growth ETF
SCHG
$52.5B
$135K 0.07%
4,608
BSCX icon
154
Invesco BulletShares 2033 Corporate Bond ETF
BSCX
$829M
$133K 0.07%
6,296
+1,224
ODFL icon
155
Old Dominion Freight Line
ODFL
$32.9B
$133K 0.07%
818
+68
DDOG icon
156
Datadog
DDOG
$49.2B
$131K 0.06%
976
+49
HIMU
157
iShares High Yield Muni Active ETF
HIMU
$2.33B
$129K 0.06%
2,648
+66
WING icon
158
Wingstop
WING
$7.2B
$129K 0.06%
382
+13
SPGI icon
159
S&P Global
SPGI
$155B
$127K 0.06%
240
+10
LECO icon
160
Lincoln Electric
LECO
$13.4B
$125K 0.06%
601
+48
SRLN icon
161
State Street Blackstone Senior Loan ETF
SRLN
$6.85B
$122K 0.06%
2,936
MPWR icon
162
Monolithic Power Systems
MPWR
$44.9B
$119K 0.06%
163
-2
TTD icon
163
Trade Desk
TTD
$18B
$118K 0.06%
1,645
+680
HYG icon
164
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$19.6B
$112K 0.05%
1,386
CPRT icon
165
Copart
CPRT
$37.8B
$109K 0.05%
2,223
-9
BLK icon
166
Blackrock
BLK
$164B
$95.5K 0.05%
91
+2
URI icon
167
United Rentals
URI
$51.7B
$93.4K 0.05%
124
+11
HRL icon
168
Hormel Foods
HRL
$13B
$93.2K 0.05%
3,081
VSGX icon
169
Vanguard ESG International Stock ETF
VSGX
$5.42B
$84.1K 0.04%
1,284
SYY icon
170
Sysco
SYY
$35.7B
$79.1K 0.04%
1,044
+12
POOL icon
171
Pool Corp
POOL
$8.64B
$78.1K 0.04%
268
+61
MBB icon
172
iShares MBS ETF
MBB
$39B
$71.5K 0.04%
761
DKNG icon
173
DraftKings
DKNG
$17B
$69.6K 0.03%
1,623
+209
ITM icon
174
VanEck Intermediate Muni ETF
ITM
$2.1B
$57.8K 0.03%
+1,272
VXUS icon
175
Vanguard Total International Stock ETF
VXUS
$114B
$56.9K 0.03%
823