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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
+2.62%
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
$37.3M
AUM Growth
+$18.5M
Cap. Flow
+$18.5M
Cap. Flow %
49.56%
Top 10 Hldgs %
100%
Holding
7
New
2
Increased
–
Reduced
–
Closed
3

Top Buys

1
PRCT icon
Procept Biorobotics
PRCT
+$24M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$560K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 62.72%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
PRCT icon
1
Procept Biorobotics
PRCT
$1.19B
$23.2M 62.28%
+558,535
New +$24M
VWO icon
2
Vanguard FTSE Emerging Markets ETF
VWO
$123B
$13.3M 35.78%
342,000
– –
ITOT icon
3
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
$557K 1.49%
+6,564
New +$560K
ISO
4
DELISTED
IsoPlexis Corporation Common Stock
ISO
$166K 0.45%
107,278
– –

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