EU

Emory University Portfolio holdings

AUM $157M
1-Year Est. Return 45.05%
This Quarter Est. Return
1 Year Est. Return
+45.05%
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
1
$19.6M 89.22%
535,781
2
$760K 3.47%
4,410
+34
3
$657K 3%
6,527
4
$396K 1.81%
708
-73
5
$339K 1.55%
3,130
-142
6
$211K 0.97%
1,817
7
– –
-826
8
– –
-312,057
9
– –
-657,729
10
– –
-585