VU
Vanderbilt University Portfolio holdings
AUM
$530M
This Quarter Return
+10.04%
1 Year Return
+14.98%
3 Year Return
+37.95%
5 Year Return
+130.08%
10 Year Return
–
AUM
$486M
AUM Growth
+$486M
(+2.2%)
Cap. Flow
-$27.7M
Cap. Flow
% of AUM
-5.71%
Top 10 Holdings %
Top 10 Hldgs %
95.09%
Holding
51
New
16
Increased
11
Reduced
6
Closed
16
Top Buys
| 1 |
Coinbase
COIN
|
$1.53M |
| 2 |
Vanguard Real Estate ETF
VNQ
|
$1.34M |
| 3 |
Regency Centers
REG
|
$993K |
| 4 |
DRE
Duke Realty Corp.
DRE
|
$986K |
| 5 |
SAFE
Safehold Inc.
SAFE
|
$983K |
Top Sells
Sector Composition
| 1 | Consumer Discretionary | 5.48% |
| 2 | Real Estate | 5.43% |
| 3 | Financials | 1.12% |
| 4 | Technology | 0.1% |