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IFA

Invus Financial Advisors Portfolio holdings

AUM $89.2M
1-Year Est. Return 10.79%
This Fund
S&P 500
This Quarter Est. Return
+13.45%
1 Year Est. Return
-10.79%
3 Year Est. Return
-29.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$204M
AUM Growth
+$6.52M
Cap. Flow
+$994K
Cap. Flow %
0.49%
Top 10 Hldgs %
100%
Holding
8
New
3
Increased
–
Reduced
–
Closed
–

Top Buys

1
CHGG icon
Chegg
CHGG
+$385K
2
RUN icon
Sunrun
RUN
+$355K
3
BABA icon
Alibaba
BABA
+$253K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 78.86%
2 Technology 20.85%
3 Consumer Staples 0.17%
4 Consumer Discretionary 0.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
OYST
1
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$90.7M 44.5%
2,590,015
– –
YEXT icon
2
Yext
YEXT
$538M
$42.3M 20.74%
4,146,784
– –
NVCR icon
3
NovoCure
NVCR
$1.87B
$31.7M 15.57%
470,884
– –
RCUS icon
4
Arcus Biosciences
RCUS
$3.54B
$25.6M 12.55%
1,842,077
– –
UBX
5
DELISTED
Unity Biotechnology
UBX
$12.7M 6.24%
219,000
– –
CHGG icon
6
Chegg
CHGG
$91.9M
$353K 0.17%
+9,868
New +$385K
BABA icon
7
Alibaba
BABA
$270B
$236K 0.12%
+1,211
New +$253K
RUN icon
8
Sunrun
RUN
$3.01B
$219K 0.11%
+21,657
New +$355K

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