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
$235M
AUM Growth
+$13.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
393
New
Increased
Reduced
Closed

Top Buys

1 +$681K
2 +$602K
3 +$499K
4
LLY icon
Eli Lilly
LLY
+$415K
5
MSFT icon
Microsoft
MSFT
+$370K

Top Sells

1 +$845K
2 +$341K
3 +$327K
4
BSMP
Invesco BulletShares 2025 Municipal Bond ETF
BSMP
+$320K
5
GLW icon
Corning
GLW
+$279K

Sector Composition

1 Technology 14.44%
2 Financials 9.53%
3 Consumer Discretionary 6.52%
4 Healthcare 6.37%
5 Industrials 4.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
AXP icon
176
American Express
AXP
$216B
$77K 0.03%
208
+165
PWV icon
177
Invesco Large Cap Value ETF
PWV
$1.45B
$71.6K 0.03%
+1,077
DKNG icon
178
DraftKings
DKNG
$12.7B
$67.6K 0.03%
1,961
+304
AMAT icon
179
Applied Materials
AMAT
$346B
$64.8K 0.03%
252
SYY icon
180
Sysco
SYY
$34.6B
$64.3K 0.03%
872
VXUS icon
181
Vanguard Total International Stock ETF
VXUS
$148B
$62.1K 0.03%
823
VTWO icon
182
Vanguard Russell 2000 ETF
VTWO
$15.9B
$58.6K 0.02%
589
+89
ESGV icon
183
Vanguard ESG US Stock ETF
ESGV
$12.9B
$55.4K 0.02%
458
SAP icon
184
SAP
SAP
$203B
$55.4K 0.02%
+228
EFA icon
185
iShares MSCI EAFE ETF
EFA
$76.7B
$55.3K 0.02%
+576
CWI icon
186
State Street SPDR MSCI ACWI ex-US ETF
CWI
$2.75B
$55.2K 0.02%
1,538
ETR icon
187
Entergy
ETR
$51.1B
$51.6K 0.02%
558
+24
USMV icon
188
iShares MSCI USA Min Vol Factor ETF
USMV
$22.7B
$50.9K 0.02%
+541
VO icon
189
Vanguard Mid-Cap ETF
VO
$24.8B
$49K 0.02%
169
+66
HDV
190
iShares Core High Dividend ETF
HDV
$13.3B
$48.8K 0.02%
400
DE icon
191
Deere & Co
DE
$155B
$47.5K 0.02%
102
+5
CW icon
192
Curtiss-Wright
CW
$26.9B
$47.4K 0.02%
86
VIG icon
193
Vanguard Dividend Appreciation ETF
VIG
$105B
$47K 0.02%
+214
UBS icon
194
UBS Group
UBS
$148B
$46.7K 0.02%
+1,008
CSX icon
195
CSX Corp
CSX
$83.3B
$46.4K 0.02%
1,280
+312
VGIT icon
196
Vanguard Intermediate-Term Treasury ETF
VGIT
$40.1B
$45.4K 0.02%
758
+246
FCX icon
197
Freeport-McMoran
FCX
$88.6B
$44.1K 0.02%
869
+395
BND icon
198
Vanguard Total Bond Market
BND
$151B
$40.7K 0.02%
550
-82
VB icon
199
Vanguard Small-Cap ETF
VB
$77.9B
$39.2K 0.02%
152
IXUS icon
200
iShares Core MSCI Total International Stock ETF
IXUS
$58B
$38K 0.02%
449