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
$69.4M
AUM Growth
+$3.36M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1 +$729K
2 +$434K
3 +$236K
4
AAPL icon
Apple
AAPL
+$207K
5
NVDA icon
NVIDIA
NVDA
+$19.1K

Top Sells

1 +$5.5M

Sector Composition

1 Financials 1.57%
2 Technology 0.93%
3 Consumer Discretionary 0.34%
4 Consumer Staples 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$27.4M 39.54%
657,729
+17,464
2
$22.4M 32.32%
535,781
3
$16.2M 23.39%
312,057
+8,334
4
$1.09M 1.57%
4,376
+64
5
$655K 0.94%
6,527
6
$458K 0.66%
781
7
$439K 0.63%
3,272
+142
8
$236K 0.34%
+585
9
$213K 0.31%
1,817
10
$207K 0.3%
+826
11
-692,766