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
$155M
AUM Growth
-$5.16M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$1.57M
2 +$569K
3 +$207K
4
NVDA icon
NVIDIA
NVDA
+$2.96K

Top Sells

1 +$42.2K

Sector Composition

1 Consumer Staples 4.26%
2 Financials 0.62%
3 Technology 0.24%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$105M 67.56%
1,360,237
+20,367
2
$26.2M 16.86%
626,311
+13,615
3
$15.6M 10.06%
299,363
+3,958
4
$6.61M 4.26%
923,766
5
$958K 0.62%
4,312
-190
6
$425K 0.27%
781
7
$379K 0.24%
3,064
+24
8
$204K 0.13%
1,817