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
$160M
AUM Growth
-$1.25M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$1.6M
2 +$573K
3 +$275K
4
BINC icon
BlackRock Flexible Income ETF
BINC
+$207K
5
ACWI icon
iShares MSCI ACWI ETF
ACWI
+$200K

Top Sells

1 +$252K
2 +$8.37K

Sector Composition

1 Consumer Staples 8.07%
2 Financials 0.74%
3 Technology 0.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$104M 64.9%
1,339,870
+20,553
2
$25.8M 16.08%
612,696
+13,600
3
$15.5M 9.66%
295,405
+3,947
4
$13M 8.07%
923,766
5
$1.19M 0.74%
4,502
+206
6
$409K 0.25%
781
-16
7
$275K 0.17%
+3,040
8
$200K 0.12%
+1,817
9
-1,309