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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
-8.45%
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
$18.7M
AUM Growth
+$3.95M
Cap. Flow
+$5.79M
Cap. Flow %
30.91%
Top 10 Hldgs %
100%
Holding
6
New
4
Increased
–
Reduced
–
Closed
1

Top Buys

1
ISO
IsoPlexis Corporation Common Stock
ISO
+$265K

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$550K

Sector Composition

1 Healthcare 0.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
VWO icon
1
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$12.5M 66.58%
342,000
– –
ISO
2
DELISTED
IsoPlexis Corporation Common Stock
ISO
$185K 0.98%
+107,278
New +$265K
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
– –
-6,564
Closed -$550K

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