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
201
$26.6K 0.01%
243
202
$26.5K 0.01%
863
203
$26.1K 0.01%
350
+190
204
$25.1K 0.01%
357
205
$23.6K 0.01%
976
206
$23.5K 0.01%
553
207
$21.5K 0.01%
174
-100
208
$21.4K 0.01%
92
209
$20.9K 0.01%
248
210
$20.1K 0.01%
+980
211
$19.9K 0.01%
242
212
$19.6K 0.01%
+775
213
$19.3K 0.01%
929
-1,180
214
$19K 0.01%
35
215
$17.9K 0.01%
474
+222
216
$17.2K 0.01%
282
-45
217
$16.8K 0.01%
265
+165
218
$16.7K 0.01%
160
219
$14.4K 0.01%
664
220
$13.7K 0.01%
+62
221
$13.3K 0.01%
+80
222
$13.2K 0.01%
+190
223
$13K 0.01%
70
224
$13K 0.01%
220
225
$12.9K 0.01%
190
7 8
9
10 11