YP

YANKCOM Partnership Portfolio holdings

AUM $222M
1-Year Est. Return 17.48%
This Quarter Est. Return
1 Year Est. Return
+17.48%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$187M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
266
New
Increased
Reduced
Closed

Top Buys

1
+$12M
2
+$10.8M
3
+$10.8M
4
IJH icon
iShares Core S&P Mid-Cap ETF
IJH
+$8.62M
5
AMZN icon
Amazon
AMZN
+$6.03M

Top Sells

No sells this quarter

Sector Composition

1 Technology 13.87%
2 Financials 9.27%
3 Consumer Discretionary 7.12%
4 Healthcare 6.61%
5 Industrials 4.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$12M 6.44%
+251,844
2
$10.8M 5.8%
+416,113
3
$10.8M 5.8%
+20,128
4
$8.62M 4.61%
+138,420
5
$6.03M 3.23%
+27,496
6
$5.89M 3.15%
+25,025
7
$5.85M 3.13%
+23,359
8
$5.74M 3.07%
+13,620
9
$3.74M 2%
+27,823
10
$3.06M 1.64%
+26,568
11
$3.03M 1.62%
+68,744
12
$2.98M 1.59%
+12,424
13
$2.96M 1.58%
+86,755
14
$2.9M 1.55%
+15,330
15
$2.4M 1.28%
+4,499
16
$2.31M 1.24%
+3,948
17
$2.21M 1.18%
+9,513
18
$2.11M 1.13%
+30,000
19
$1.95M 1.04%
+3,311
20
$1.83M 0.98%
+25,994
21
$1.73M 0.92%
+9,708
22
$1.72M 0.92%
+2,943
23
$1.67M 0.89%
+7,320
24
$1.64M 0.88%
+30,280
25
$1.63M 0.87%
+5,616
1
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