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
201
$27.5K 0.01%
120
202
$24.2K 0.01%
92
203
$24.1K 0.01%
251
+8
204
$23.4K 0.01%
+379
205
$23.2K 0.01%
35
206
$22.9K 0.01%
505
-193
207
$22.4K 0.01%
130
+83
208
$21.5K 0.01%
180
+6
209
$20.5K 0.01%
474
210
$20.5K 0.01%
553
211
$19.9K 0.01%
263
+21
212
$19.7K 0.01%
248
213
$19.6K 0.01%
976
214
$19.4K 0.01%
265
215
$19.2K 0.01%
929
216
$18.1K 0.01%
80
217
$16.7K 0.01%
160
218
$15.6K 0.01%
664
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$15.1K 0.01%
49
+14
220
$13.7K 0.01%
43
221
$13.7K 0.01%
70
222
$13.1K 0.01%
190
223
$13.1K 0.01%
190
224
$13.1K 0.01%
+40
225
$13.1K 0.01%
282