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
-3.68%
1 Year Est. Return
-10.79%
3 Year Est. Return
-29.46%
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$436M
AUM Growth
+$197M
Cap. Flow
+$206M
Cap. Flow %
47.14%
Top 10 Hldgs %
100%
Holding
7
New
1
Increased
–
Reduced
1
Closed
–

Top Buys

1
CPNG icon
Coupang
CPNG
+$211M

Top Sells

1
YEXT icon
Yext
YEXT
+$5.32M

Sector Composition

1 Consumer Discretionary 51.63%
2 Healthcare 41.25%
3 Technology 7.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
CPNG icon
1
Coupang
CPNG
$32.2B
$225M 51.63%
+4,564,571
New +$211M
RCUS icon
2
Arcus Biosciences
RCUS
$3.53B
$51.7M 11.86%
1,842,077
– –
OYST
3
DELISTED
Oyster Point Pharma, Inc. Common Stock
OYST
$50.6M 11.6%
2,768,586
– –
NVCR icon
4
NovoCure
NVCR
$1.86B
$46.4M 10.63%
350,884
– –
YEXT icon
5
Yext
YEXT
$522M
$31.1M 7.12%
2,146,785
-318,523
-13% -$5.32M
ORIC icon
6
Oric Pharmaceuticals
ORIC
$1.08B
$24.7M 5.66%
1,007,575
– –
UBX
7
DELISTED
Unity Biotechnology
UBX
$6.57M 1.51%
109,500
– –

Similar funds

ETIA
Epic Trust Investment Advisors Richland, Washington $90.8M AUM 22.03% 1-Year Est. Return
CC
Cowbird Capital New York $87M AUM 10.91% 1-Year Est. Return
OAMA
Oslo Asset Management AS Oslo, Norway $86.5M AUM 12.57% 1-Year Est. Return
FWM
FMFE Wealth Management Syracuse, New York $108M AUM
GIM
Greenwich Investment Management Norwalk, Connecticut $109M AUM 9.72% 1-Year Est. Return
YSP
Yarra Square Partners New York $111M AUM 41.61% 1-Year Est. Return
EL
EMFO LLC Weston, Florida $112M AUM 18.79% 1-Year Est. Return
CH
CVI Holdings Wilmington, Delaware $116M AUM 5.68% 1-Year Est. Return