YU
Yale University Portfolio holdings
AUM
$842K
This Quarter Return
+2.62%
1 Year Return
-23.56%
3 Year Return
-46.49%
5 Year Return
-53.47%
10 Year Return
-37.45%
AUM
$37.3M
AUM Growth
+$37.3M
(+99%)
Cap. Flow
+$17.7M
Cap. Flow
% of AUM
47.46%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
2
Increased
–
Reduced
–
Closed
3
Top Buys
| 1 |
Procept Biorobotics
PRCT
|
$23.2M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
$557K |
Top Sells
No sells this quarter
Sector Composition
| 1 | Healthcare | 62.72% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Shares Change % | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Procept Biorobotics
PRCT
$2.23B
| $23.2M | 62.28% |
+558,535
| New | +$23.2M |
|
2
Vanguard FTSE Emerging Markets ETF
VWO
$96.4B
| $13.3M | 35.78% |
342,000
| – | – |
|
|
3
iShares Core S&P Total US Stock Market ETF
ITOT
$75.2B
| $557K | 1.49% |
+6,564
| New | +$557K |
|
|
ISO
4
DELISTED
IsoPlexis Corporation Common Stock
ISO
| $166K | 0.45% |
107,278
| – | – |
|