FI

Fosun International Portfolio holdings

AUM $360M
1-Year Est. Return 38.28%
This Quarter Est. Return
1 Year Est. Return
+38.28%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$304M
AUM Growth
+$7.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
57
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$8.32M
3
+$991K
4
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$968K
5
XEL icon
Xcel Energy
XEL
+$701K

Top Sells

1
+$24.4M
2
+$1.07M
3
+$739K
4
MU icon
Micron Technology
MU
+$737K
5
NVDA icon
NVIDIA
NVDA
+$624K

Sector Composition

1 Consumer Discretionary 51.83%
2 Healthcare 14.48%
3 Consumer Staples 13.68%
4 Technology 5.84%
5 Financials 2.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$728K 0.24%
9,391
27
$701K 0.23%
+10,731
28
$699K 0.23%
3,000
29
$695K 0.23%
2,566
+1,430
30
$656K 0.22%
743,935
31
$655K 0.22%
+4,200
32
$653K 0.21%
18,200
+7,200
33
$621K 0.2%
4,112
34
$616K 0.2%
7,291
-2,430
35
$588K 0.19%
950
36
$586K 0.19%
+10,000
37
$551K 0.18%
2,958
38
$529K 0.17%
+10,132
39
$524K 0.17%
3,082
-1,518
40
$474K 0.16%
2,000
41
$456K 0.15%
8,850
42
$430K 0.14%
1,491
43
$416K 0.14%
2,313
44
$414K 0.14%
2,400
45
$380K 0.13%
+1,829
46
$356K 0.12%
3,000
47
$334K 0.11%
1,200
48
$281K 0.09%
1,218
49
$277K 0.09%
1,343
50
$247K 0.08%
+2,325
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