EU

Emory University Portfolio holdings

AUM $157M
1-Year Est. Return 45.05%
This Quarter Est. Return
1 Year Est. Return
+45.05%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$157M
AUM Growth
+$129M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$78.7M
2 +$25.2M
3 +$24.7M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$87.3K

Top Sells

1 +$656K
2 +$348K

Sector Composition

1 Energy 16.06%
2 Technology 0.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
IAU icon
1
iShares Gold Trust
IAU
$65.5B
$78.7M 50.09%
+1,080,949
BTC
2
Grayscale Bitcoin Mini Trust ETF
BTC
$4.05B
$51.8M 33%
1,023,417
+487,636
WBI
3
WaterBridge Infrastructure LLC
WBI
$966M
$25.2M 16.06%
+1,000,000
SPY icon
4
SPDR S&P 500 ETF Trust
SPY
$701B
$567K 0.36%
851
+131
IBIT icon
5
iShares Bitcoin Trust
IBIT
$72.1B
$289K 0.18%
4,450
ACWI icon
6
iShares MSCI ACWI ETF
ACWI
$24.4B
$251K 0.16%
1,817
NVDA icon
7
NVIDIA
NVDA
$4.39T
$236K 0.15%
1,264
-1,866
MINT icon
8
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$14.5B
-6,527