YP

YANKCOM Partnership Portfolio holdings

AUM $235M
1-Year Est. Return 19.74%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+19.74%
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 +$687K
2 +$609K
3 +$509K
4
LLY icon
Eli Lilly
LLY
+$466K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$366K

Top Sells

1 +$845K
2 +$341K
3 +$333K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$284K

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
AXP icon
176
American Express
AXP
$246B
$77K 0.03%
208
+165
PWV icon
177
Invesco Large Cap Value ETF
PWV
$1.35B
$71.6K 0.03%
+1,077
DKNG icon
178
DraftKings
DKNG
$13.3B
$67.6K 0.03%
1,961
+304
AMAT icon
179
Applied Materials
AMAT
$256B
$64.8K 0.03%
252
SYY icon
180
Sysco
SYY
$41.4B
$64.3K 0.03%
872
VXUS icon
181
Vanguard Total International Stock ETF
VXUS
$130B
$62.1K 0.03%
823
VTWO icon
182
Vanguard Russell 2000 ETF
VTWO
$14.8B
$58.6K 0.02%
589
+89
ESGV icon
183
Vanguard ESG US Stock ETF
ESGV
$11.8B
$55.4K 0.02%
458
SAP icon
184
SAP
SAP
$237B
$55.4K 0.02%
+228
EFA icon
185
iShares MSCI EAFE ETF
EFA
$75.7B
$55.3K 0.02%
+576
CWI icon
186
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.54B
$55.2K 0.02%
1,538
ETR icon
187
Entergy
ETR
$43.7B
$51.6K 0.02%
558
+24
USMV icon
188
iShares MSCI USA Min Vol Factor ETF
USMV
$23.3B
$50.9K 0.02%
+541
VO icon
189
Vanguard Mid-Cap ETF
VO
$94.6B
$49K 0.02%
169
+66
HDV icon
190
iShares Core High Dividend ETF
HDV
$13.3B
$48.8K 0.02%
400
DE icon
191
Deere & Co
DE
$158B
$47.5K 0.02%
102
+5
CW icon
192
Curtiss-Wright
CW
$23.9B
$47.4K 0.02%
86
VIG icon
193
Vanguard Dividend Appreciation ETF
VIG
$106B
$47K 0.02%
+214
UBS icon
194
UBS Group
UBS
$136B
$46.7K 0.02%
+1,008
CSX icon
195
CSX Corp
CSX
$75.6B
$46.4K 0.02%
1,280
+312
VGIT icon
196
Vanguard Intermediate-Term Treasury ETF
VGIT
$36.4B
$45.4K 0.02%
758
+246
FCX icon
197
Freeport-McMoran
FCX
$87.1B
$44.1K 0.02%
869
+395
BND icon
198
Vanguard Total Bond Market
BND
$147B
$40.7K 0.02%
550
-82
VB icon
199
Vanguard Small-Cap ETF
VB
$74.2B
$39.2K 0.02%
152
IXUS icon
200
iShares Core MSCI Total International Stock ETF
IXUS
$55.6B
$38K 0.02%
449