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YU
Yale University Portfolio holdings
AUM
$2.05M
1-Year Est. Return
1.81%
This Fund
S&P 500
This Quarter
Est. Return
-7.04%
1 Year Est. Return
+1.81%
3 Year Est. Return
-41.55%
5 Year Est. Return
-63.46%
10 Year Est. Return
-25.13%
AUM
$51.2M
AUM Growth
–
Cap. Flow
+$54.8M
Cap. Flow
% of AUM
107%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
6
New
6
Increased
–
Reduced
–
Closed
–
Top Buys
| 1 |
iShares MSCI EAFE ETF
EFA
|
+$22.7M |
| 2 |
Vanguard FTSE Emerging Markets ETF
VWO
|
+$21.9M |
| 3 |
Palo Alto Networks
PANW
|
+$6.66M |
| 4 |
AREX
Approach Resources Inc.
AREX
|
+$1.73M |
| 5 |
Shutterstock
SSTK
|
+$1.46M |
Top Sells
No sells this quarter
Sector Composition
| 1 | Technology | 11.65% |
| 2 | Communication Services | 3.46% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares MSCI EAFE ETF
EFA
$77.6B
| $21.5M | 42.03% |
+375,000
| New | +$22.7M |
|
|
2
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $20.2M | 39.54% |
+522,000
| New | +$21.9M |
|
|
3
Palo Alto Networks
PANW
$266B
| $5.62M | 10.98% |
+799,614
| New | +$6.66M |
|
|
4
Shutterstock
SSTK
$312M
| $1.77M | 3.46% |
+31,750
| New | +$1.46M |
|
|
AREX
5
DELISTED
Approach Resources Inc.
AREX
| $1.7M | 3.32% |
+69,217
| New | +$1.73M |
|
6
Salesforce
CRM
$134B
| $347K | 0.68% |
+9,092
| New | +$375K |
|
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