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
51
$239K 0.08%
+1,403
52
$67.2K 0.02%
8,234
53
– –
-410
54
– –
-5,606
55
– –
-5,050
56
– –
-2,300
57
– –
-7,951
1 2
3