YP
YANKCOM Partnership Portfolio holdings
AUM
$204M
This Quarter Return
+1.01%
1 Year Return
–
3 Year Return
–
5 Year Return
–
10 Year Return
–
AUM
$187M
AUM Growth
–
Cap. Flow
+$187M
Cap. Flow
% of AUM
100%
Top 10 Holdings %
Top 10 Hldgs %
38.86%
Holding
266
New
266
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Vanguard FTSE Developed Markets ETF
VEA
|
$12M |
| 2 |
Schwab US Large-Cap Value ETF
SCHV
|
$10.8M |
| 3 |
Vanguard S&P 500 ETF
VOO
|
$10.8M |
| 4 |
iShares Core S&P Mid-Cap ETF
IJH
|
$8.62M |
| 5 |
Amazon
AMZN
|
$6.03M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 13.87% |
| 2 | Financials | 9.27% |
| 3 | Consumer Discretionary | 7.12% |
| 4 | Healthcare | 6.61% |
| 5 | Industrials | 4.64% |
