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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
+28.85%
1 Year Est. Return
-10.79%
3 Year Est. Return
-29.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$239M
AUM Growth
+$31.4M
Cap. Flow
-$13.9M
Cap. Flow %
-5.83%
Top 10 Hldgs %
100%
Holding
6
New
–
Increased
–
Reduced
2
Closed
–

Top Buys

No buys this quarter

Top Sells

1
YEXT icon
Yext
YEXT
+$13.9M
2
ORIC icon
Oric Pharmaceuticals
ORIC
+$29

Sector Composition

1 Healthcare 83.8%
2 Technology 16.2%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NVCR icon
1
NovoCure
NVCR
$1.87B
$60.7M 25.38%
350,884
– –
OYST
2
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$52.1M 21.78%
2,768,586
– –
RCUS icon
3
Arcus Biosciences
RCUS
$3.54B
$47.8M 19.99%
1,842,077
– –
YEXT icon
4
Yext
YEXT
$544M
$38.8M 16.2%
2,465,308
-815,577
-25% -$13.9M
ORIC icon
5
Oric Pharmaceuticals
ORIC
$1.09B
$34.1M 14.26%
1,007,575
-1
-0% -$29
UBX
6
DELISTED
Unity Biotechnology
UBX
$5.74M 2.4%
109,500
– –

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