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
1
$15.8M 7.09%
262,845
+11,773
2
$13.2M 5.92%
21,484
+608
3
$13.1M 5.89%
449,786
+18,586
4
$9.77M 4.4%
149,643
+5,454
5
$8.76M 3.95%
32,031
+800
6
$7.4M 3.33%
14,288
-211
7
$6.23M 2.8%
24,458
+52
8
$6.15M 2.77%
28,003
-444
9
$5.55M 2.5%
29,765
+232
10
$4.3M 1.94%
79,386
+3,356
11
$3.83M 1.72%
15,741
-329
12
$3.71M 1.67%
86,755
13
$3.48M 1.57%
11,042
-74
14
$3.2M 1.44%
26,969
-102
15
$3.06M 1.38%
30,126
16
$3.06M 1.38%
9,265
+43
17
$2.93M 1.32%
33,506
18
$2.74M 1.23%
4,106
-72
19
$2.29M 1.03%
9,875
+109
20
$2.21M 1%
3,011
-71
21
$2.2M 0.99%
3,294
22
$2.01M 0.9%
8,485
+624
23
$1.87M 0.84%
16,593
+1,569
24
$1.83M 0.82%
19,988
+1,196
25
$1.82M 0.82%
4,084
-14
1
2 3 4 5