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
$204M
AUM Growth
+$22.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
319
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$749K
3 +$646K
4
IEFA icon
iShares Core MSCI EAFE ETF
IEFA
+$627K
5
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$582K

Top Sells

1 +$819K
2 +$136K
3 +$97.8K
4
MSCI icon
MSCI
MSCI
+$95.6K
5
FTV icon
Fortive
FTV
+$88.2K

Sector Composition

1 Technology 14.02%
2 Financials 9.31%
3 Consumer Discretionary 6.67%
4 Healthcare 6.05%
5 Industrials 4.63%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
$56.7K 0.03%
2,139
+1,006
177
$50.2K 0.02%
1,538
178
$50.2K 0.02%
458
179
$47K 0.02%
400
180
$46.5K 0.02%
632
181
$46.1K 0.02%
252
182
$44.4K 0.02%
87
183
$44.4K 0.02%
534
184
$43.6K 0.02%
500
185
$42K 0.02%
86
186
$40.7K 0.02%
80
187
$39.7K 0.02%
1,372
+36
188
$39K 0.02%
492
189
$34.7K 0.02%
449
190
$33.2K 0.02%
249
+6
191
$32.6K 0.02%
294
192
$31.6K 0.02%
968
193
$31K 0.02%
250
-79
194
$30.6K 0.02%
512
195
$30.5K 0.01%
341
196
$30.2K 0.01%
113
197
$29.3K 0.01%
319
198
$28.5K 0.01%
350
199
$27.7K 0.01%
357
200
$27.6K 0.01%
818