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
$21.9M
AUM Growth
-$47.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$5.86K

Top Sells

1
+$27.4M
2
+$16.2M
3
+$236K
4
AAPL icon
Apple
AAPL
+$207K
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$40.8K

Sector Composition

1 Financials 3.47%
2 Technology 1.55%
3 Consumer Discretionary 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
BTC
1
Grayscale Bitcoin Mini Trust ETF
BTC
$4.65B
$19.6M 89.22%
535,781
COIN icon
2
Coinbase
COIN
$86.3B
$760K 3.47%
4,410
+34
MINT icon
3
PIMCO Enhanced Short Maturity Active Exchange-Traded Fund
MINT
$13.9B
$657K 3%
6,527
SPY icon
4
SPDR S&P 500 ETF Trust
SPY
$660B
$396K 1.81%
708
-73
NVDA icon
5
NVIDIA
NVDA
$4.46T
$339K 1.55%
3,130
-142
ACWI icon
6
iShares MSCI ACWI ETF
ACWI
$22.9B
$211K 0.97%
1,817
AAPL icon
7
Apple
AAPL
$3.74T
– –
-826
BINC icon
8
BlackRock Flexible Income ETF
BINC
$12.5B
– –
-312,057
SRLN icon
9
SPDR Blackstone Senior Loan ETF
SRLN
$6.87B
– –
-657,729
TSLA icon
10
Tesla
TSLA
$1.46T
– –
-585