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
$182M
AUM Growth
-$5.21M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
297
New
Increased
Reduced
Closed

Top Buys

1
+$443K
2
+$298K
3
+$267K
4
PG icon
Procter & Gamble
PG
+$219K
5
COP icon
ConocoPhillips
COP
+$186K

Top Sells

1
+$854K
2
+$628K
3
+$381K
4
DIS icon
Walt Disney
DIS
+$349K
5
SCHV icon
Schwab US Large-Cap Value ETF
SCHV
+$319K

Sector Composition

1 Technology 12.76%
2 Financials 9.07%
3 Healthcare 7.02%
4 Consumer Discretionary 6.72%
5 Industrials 4.7%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$47K 0.03%
1,414
+123
177
$46.4K 0.03%
632
178
$45.7K 0.03%
534
179
$45.5K 0.03%
1,538
180
$44.9K 0.02%
458
-47
181
$40.3K 0.02%
500
182
$37.8K 0.02%
1,336
183
$37.8K 0.02%
87
184
$37.5K 0.02%
80
185
$36.6K 0.02%
252
+57
186
$34.5K 0.02%
492
187
$34.2K 0.02%
818
188
$32.9K 0.02%
294
-7
189
$32.5K 0.02%
341
190
$32.5K 0.02%
329
-3,539
191
$31.3K 0.02%
449
192
$30.4K 0.02%
512
193
$29.9K 0.02%
113
194
$29.5K 0.02%
698
+260
195
$29.3K 0.02%
319
196
$28.5K 0.02%
968
+266
197
$27.8K 0.02%
120
198
$27.4K 0.02%
1,133
+312
199
$27.3K 0.02%
86
200
$26.8K 0.01%
243
6 7
8
9 10