EU

Emory University Portfolio holdings

AUM $27.7M
1-Year Est. Return 31.53%
This Quarter Est. Return
1 Year Est. Return
+31.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$113M
AUM Growth
+$7.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$2.74M
2
+$2.16M
3
+$2.04M
4
NXTM
NxStage Medical Inc.
NXTM
+$1.8M
5
TVTX icon
Travere Therapeutics
TVTX
+$1.77M

Top Sells

1
+$2.4M
2
+$2.03M
3
+$1.59M
4
ZGNX
Zogenix, Inc.
ZGNX
+$1.54M
5
TRN icon
Trinity Industries
TRN
+$1.54M

Sector Composition

1 Healthcare 43.85%
2 Financials 32.05%
3 Technology 5.46%
4 Energy 4.39%
5 Consumer Discretionary 4.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$1.61M 1.42%
11,041
-1,958
27
$1.6M 1.42%
57,553
+3,351
28
$1.6M 1.42%
23,239
-2,506
29
$1.6M 1.41%
287,550
-87,798
30
$1.59M 1.4%
56,923
+788
31
$1.59M 1.4%
23,955
-298
32
$1.58M 1.4%
4,439
-1,849
33
$1.58M 1.4%
+46,979
34
$1.58M 1.4%
+49,331
35
$1.58M 1.39%
30,156
-6,942
36
$1.57M 1.39%
17,330
-6,461
37
$1.57M 1.39%
41,320
-552
38
$1.52M 1.34%
79,457
+7,268
39
$1.52M 1.34%
48,882
-3,606
40
$1.51M 1.34%
+129,228
41
$1.49M 1.32%
+70,640
42
$1.49M 1.32%
5,291
-312
43
$1.47M 1.29%
26,867
+410
44
$1.46M 1.29%
11,570
-6,023
45
$1.44M 1.27%
+52,709
46
$1.42M 1.25%
36,573
+2,568
47
$1.41M 1.25%
+47,353
48
$1.4M 1.24%
+64,513
49
$1.38M 1.22%
74,020
+477
50
$1.35M 1.19%
+29,316
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