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
201
$30K 0.01%
270
-24
202
$29.8K 0.01%
868
+50
203
$29.4K 0.01%
62
+41
204
$28.6K 0.01%
+500
205
$28.5K 0.01%
357
206
$28.2K 0.01%
246
-4
207
$26.6K 0.01%
142
+12
208
$26.5K 0.01%
120
209
$26.4K 0.01%
92
210
$26.4K 0.01%
976
211
$24.6K 0.01%
+307
212
$23.4K 0.01%
282
+34
213
$23.1K 0.01%
350
214
$23K 0.01%
379
215
$22.3K 0.01%
80
216
$21.3K 0.01%
243
-8
217
$21.2K 0.01%
438
-67
218
$20K 0.01%
+457
219
$19.5K 0.01%
929
220
$19.2K 0.01%
630
+77
221
$18.6K 0.01%
474
222
$18K 0.01%
180
+20
223
$18K 0.01%
+228
224
$17.5K 0.01%
664
225
$16.2K 0.01%
242
-21
7 8
9
10 11