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MC

Mayo Clinic Portfolio holdings

AUM $2.9M
1-Year Est. Return 14.49%
This Fund
S&P 500
This Quarter Est. Return
+2.88%
1 Year Est. Return
+14.49%
3 Year Est. Return
–
5 Year Est. Return
–
10 Year Est. Return
–
AUM
$2.9M
AUM Growth
-$128K
Cap. Flow
-$190K
Cap. Flow %
-6.53%
Top 10 Hldgs %
100%
Holding
4
New
–
Increased
–
Reduced
1
Closed
1

Top Buys

No buys this quarter

Top Sells

1
NMTC icon
NeuroOne Medical Technologies
NMTC
+$145K
2
ZNTL icon
Zentalis Pharmaceuticals
ZNTL
+$44.1K

Sector Composition

1 Healthcare 28.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ACWI icon
1
iShares MSCI ACWI ETF
ACWI
$33.2B
$2.08M 71.52%
17,359
– –
ZNTL icon
2
Zentalis Pharmaceuticals
ZNTL
$332M
$644K 22.19%
175,000
-12,143
-6% -$44.1K
UBX
3
DELISTED
Unity Biotechnology
UBX
$182K 6.29%
124,081
– –
NMTC icon
4
NeuroOne Medical Technologies
NMTC
$22M
– –
-30,292
Closed -$145K

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