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

Top Buys

1 +$705K
2 +$650K
3 +$541K
4
SNA icon
Snap-on
SNA
+$427K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$372K

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
DKNG icon
176
DraftKings
DKNG
$17B
$62K 0.03%
1,657
+34
VKTX icon
177
Viking Therapeutics
VKTX
$3.98B
$62K 0.03%
2,358
+219
VXUS icon
178
Vanguard Total International Stock ETF
VXUS
$114B
$60.5K 0.03%
823
ESGV icon
179
Vanguard ESG US Stock ETF
ESGV
$11.8B
$54.2K 0.02%
458
CWI icon
180
SPDR MSCI ACWI ex-US ETF
CWI
$2.27B
$53.7K 0.02%
1,538
AMAT icon
181
Applied Materials
AMAT
$203B
$51.6K 0.02%
252
ETR icon
182
Entergy
ETR
$40.9B
$49.8K 0.02%
534
CASY icon
183
Casey's General Stores
CASY
$20.7B
$49.2K 0.02%
87
HDV icon
184
iShares Core High Dividend ETF
HDV
$11.8B
$49.1K 0.02%
400
VTWO icon
185
Vanguard Russell 2000 ETF
VTWO
$13.9B
$48.9K 0.02%
500
CAVA icon
186
CAVA Group
CAVA
$6.6B
$47.7K 0.02%
+789
BND icon
187
Vanguard Total Bond Market
BND
$144B
$47K 0.02%
632
CW icon
188
Curtiss-Wright
CW
$20.5B
$46.7K 0.02%
86
DE icon
189
Deere & Co
DE
$127B
$44.4K 0.02%
97
+17
VB icon
190
Vanguard Small-Cap ETF
VB
$69.9B
$38.6K 0.02%
152
+112
IXUS icon
191
iShares Core MSCI Total International Stock ETF
IXUS
$50.9B
$37.1K 0.02%
449
CP icon
192
Canadian Pacific Kansas City
CP
$66.8B
$36.6K 0.02%
492
CSX icon
193
CSX Corp
CSX
$68B
$34.4K 0.02%
968
EMR icon
194
Emerson Electric
EMR
$74.8B
$31.9K 0.01%
243
-6
TRV icon
195
Travelers Companies
TRV
$65.3B
$31.6K 0.01%
113
ITM icon
196
VanEck Intermediate Muni ETF
ITM
$2.1B
$31.3K 0.01%
672
-600
VGIT icon
197
Vanguard Intermediate-Term Treasury ETF
VGIT
$35.5B
$30.7K 0.01%
512
PNW icon
198
Pinnacle West Capital
PNW
$10.4B
$30.6K 0.01%
341
VO icon
199
Vanguard Mid-Cap ETF
VO
$90.1B
$30.3K 0.01%
+103
SO icon
200
Southern Company
SO
$93.9B
$30.2K 0.01%
319