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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
$235M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1
+$681K
2
+$602K
3
+$499K
4
LLY icon
Eli Lilly
LLY
+$415K
5
MSFT icon
Microsoft
MSFT
+$370K

Top Sells

1
+$845K
2
+$341K
3
+$327K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$279K

Sector Composition

1 Technology 14.44%
2 Financials 9.53%
3 Consumer Discretionary 6.52%
4 Healthcare 6.37%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
SHW icon
151
Sherwin-Williams
SHW
$79.1B
$159K 0.07%
491
+52
SCHW
152
Charles Schwab
SCHW
$160B
$158K 0.07%
1,585
+145
MXI icon
153
iShares Global Materials ETF
MXI
$356M
$154K 0.07%
1,589
SCHG icon
154
Schwab US Large-Cap Growth ETF
SCHG
$58.4B
$150K 0.06%
4,608
CMG icon
155
Chipotle Mexican Grill
CMG
$39.2B
$150K 0.06%
4,062
+363
LECO icon
156
Lincoln Electric
LECO
$15.1B
$150K 0.06%
625
+13
ODFL icon
157
Old Dominion Freight Line
ODFL
$46B
$146K 0.06%
931
+83
DDOG icon
158
Datadog
DDOG
$78.8B
$145K 0.06%
1,069
+78
HIMU
159
iShares High Yield Muni Active ETF
HIMU
$2.31B
$141K 0.06%
2,904
+137
SPGI icon
160
S&P Global
SPGI
$121B
$135K 0.06%
259
+19
PGR icon
161
Progressive
PGR
$119B
$134K 0.06%
590
-123
URI icon
162
United Rentals
URI
$67.5B
$130K 0.06%
161
+5
CTAS icon
163
Cintas
CTAS
$68.4B
$125K 0.05%
666
+31
SRLN icon
164
State Street Blackstone Senior Loan ETF
SRLN
$5.23B
$121K 0.05%
2,936
BLK icon
165
Blackrock
BLK
$163B
$108K 0.05%
101
+21
HYG icon
166
iShares iBoxx $ High Yield Corporate Bond ETF
HYG
$16.6B
$107K 0.05%
1,331
-55
CPRT icon
167
Copart
CPRT
$27.3B
$103K 0.04%
2,635
+80
WING icon
168
Wingstop
WING
$4.41B
$102K 0.04%
426
+39
MBB icon
169
iShares MBS ETF
MBB
$39.5B
$99.5K 0.04%
1,045
+284
UNH icon
170
UnitedHealth
UNH
$369B
$99K 0.04%
300
+38
CASY icon
171
Casey's General Stores
CASY
$31.1B
$97.8K 0.04%
177
+90
VGT icon
172
Vanguard Information Technology ETF
VGT
$147B
$95K 0.04%
1,008
VSGX icon
173
Vanguard ESG International Stock ETF
VSGX
$6.78B
$88.3K 0.04%
1,233
-51
GS icon
174
Goldman Sachs
GS
$326B
$84.4K 0.04%
96
+79
TSM icon
175
TSMC
TSM
$2.43T
$77.2K 0.03%
254
+174
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