YP
YANKCOM Partnership Portfolio holdings
AUM $204M
This Quarter Return
+9.61%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$204M
AUM Growth
+$22.6M
(+12%)
Cap. Flow
+$7.97M
Cap. Flow
% of AUM
3.9%
Top 10 Holdings %
Top 10 Hldgs %
39.94%
Holding
319
New
36
Increased
128
Reduced
31
Closed
3
Top Buys
| 1 |
iShares Russell Top 200 Growth ETF
IWY
|
+$1.57M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
+$749K |
| 3 |
Blackstone
BX
|
+$646K |
| 4 |
iShares Core MSCI EAFE ETF
IEFA
|
+$627K |
| 5 |
iShares Core S&P Mid-Cap ETF
IJH
|
+$582K |
Top Sells
| 1 |
Crown Castle
CCI
|
+$819K |
| 2 |
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
|
+$136K |
| 3 |
Zoetis
ZTS
|
+$97.8K |
| 4 |
MSCI
MSCI
|
+$95.6K |
| 5 |
iShares 7-10 Year Treasury Bond ETF
IEF
|
+$78.2K |
Sector Composition
| 1 | Technology | 14.02% |
| 2 | Financials | 9.31% |
| 3 | Consumer Discretionary | 6.67% |
| 4 | Healthcare | 6.05% |
| 5 | Industrials | 4.63% |
