YP

YANKCOM Partnership Portfolio holdings

AUM $243M
1-Year Est. Return 21.59%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+21.59%
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
+$686K
2
+$630K
3
+$528K
4
SNA icon
Snap-on
SNA
+$403K
5
VOO icon
Vanguard S&P 500 ETF
VOO
+$358K

Top Sells

1
+$589K
2
+$334K
3
+$164K
4
BSCP
Invesco BulletShares 2025 Corporate Bond ETF
BSCP
+$144K
5
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$131K

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
176
$62K 0.03%
1,657
+34
177
$62K 0.03%
2,358
+219
178
$60.5K 0.03%
823
179
$54.2K 0.02%
458
180
$53.7K 0.02%
1,538
181
$51.6K 0.02%
252
182
$49.8K 0.02%
534
183
$49.2K 0.02%
87
184
$49.1K 0.02%
400
185
$48.9K 0.02%
500
186
$47.7K 0.02%
+789
187
$47K 0.02%
632
188
$46.7K 0.02%
86
189
$44.4K 0.02%
97
+17
190
$38.6K 0.02%
152
+112
191
$37.1K 0.02%
449
192
$36.6K 0.02%
492
193
$34.4K 0.02%
968
194
$31.9K 0.01%
243
-6
195
$31.6K 0.01%
113
196
$31.3K 0.01%
672
-600
197
$30.7K 0.01%
512
198
$30.6K 0.01%
341
199
$30.3K 0.01%
+103
200
$30.2K 0.01%
319
6 7
8
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