We are live on
!
Find out more
IFA
Invus Financial Advisors Portfolio holdings
AUM
$89.2M
1-Year Est. Return
10.79%
This Fund
S&P 500
This Quarter
Est. Return
+11.92%
1 Year Est. Return
-10.79%
3 Year Est. Return
-29.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$197M
AUM Growth
–
Cap. Flow
+$179M
Cap. Flow
% of AUM
90.65%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
5
New
5
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
Yext
YEXT
|
+$64.3M |
| 2 |
OYST
Oyster Point Pharma, Inc. Common Stock
OYST
|
+$45.5M |
| 3 |
NovoCure
NVCR
|
+$38M |
| 4 |
Arcus Biosciences
RCUS
|
+$15.5M |
| 5 |
UBX
Unity Biotechnology
UBX
|
+$15.5M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 69.67% |
| 2 | Technology | 30.33% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
OYST
1
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
| $63.3M | 32.1% |
+2,590,015
| New | +$45.5M |
|
|
2
Yext
YEXT
$543M
| $59.8M | 30.33% |
+4,146,784
| New | +$64.3M |
|
|
3
NovoCure
NVCR
$1.77B
| $39.7M | 20.13% |
+470,884
| New | +$38M |
|
|
4
Arcus Biosciences
RCUS
$3.56B
| $18.6M | 9.44% |
+1,842,077
| New | +$15.5M |
|
|
UBX
5
DELISTED
Unity Biotechnology
UBX
| $15.8M | 8.01% |
+219,000
| New | +$15.5M |
|
Similar funds
ETIA
CC
OAMA
FWM
GIM
YSP
EL
CH