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
$222M
AUM Growth
+$17.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
336
New
Increased
Reduced
Closed

Top Buys

1
+$686K
2
+$630K
3
+$528K
4
SNA icon
Snap-on
SNA
+$403K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$589K
2
+$334K
3
+$164K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$131K

Sector Composition

1 Technology 14.58%
2 Financials 9.29%
3 Consumer Discretionary 6.52%
4 Healthcare 6.04%
5 Industrials 4.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$149K 0.07%
156
+32
152
$147K 0.07%
4,608
153
$147K 0.07%
1,589
154
$145K 0.07%
3,699
-246
155
$144K 0.07%
612
+11
156
$141K 0.06%
991
+15
157
$138K 0.06%
5,907
-345
158
$137K 0.06%
1,440
-76
159
$136K 0.06%
2,767
+119
160
$130K 0.06%
635
+11
161
$122K 0.06%
2,936
162
$119K 0.05%
848
+30
163
$117K 0.05%
240
164
$115K 0.05%
2,555
+332
165
$113K 0.05%
1,386
166
$105K 0.05%
+5,044
167
$97.4K 0.04%
387
+5
168
$94.1K 0.04%
126
+91
169
$93.3K 0.04%
80
-11
170
$90.5K 0.04%
262
-248
171
$89.1K 0.04%
1,284
172
$85.9K 0.04%
277
+9
173
$72.4K 0.03%
761
174
$71.8K 0.03%
872
-172
175
$71.5K 0.03%
2,890
-191
5 6
7
8 9