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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
+8.23%
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
$113M
AUM Growth
+$10.7M
(+11%)
Cap. Flow
+$6.24M
Cap. Flow
% of AUM
5.53%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
7
New
3
Increased
–
Reduced
1
Closed
–
Top Buys
| 1 |
Arvinas
ARVN
|
+$3.35M |
| 2 |
UDMY
Udemy
UDMY
|
+$1.62M |
| 3 |
Victory Capital Holdings
VCTR
|
+$1.28M |
Top Sells
| 1 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$9.8K |
Sector Composition
| 1 | Consumer Staples | 80.56% |
| 2 | Healthcare | 5.27% |
| 3 | Financials | 1.11% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Albertsons Companies
ACI
$7.23B
| $89.1M | 78.87% |
3,871,972
| – | – |
|
2
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $14.1M | 12.45% |
342,000
| – | – |
|
|
3
Arvinas
ARVN
$534M
| $5.91M | 5.23% |
+143,522
| New | +$3.35M |
|
|
UDMY
4
DELISTED
Udemy
UDMY
| $1.91M | 1.7% |
+129,987
| New | +$1.62M |
|
|
5
Victory Capital Holdings
VCTR
$5.77B
| $1.26M | 1.11% |
+40,000
| New | +$1.28M |
|
|
6
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
| $680K | 0.6% |
6,464
-100
| -2% | -$9.8K |
|
|
ALUR
7
DELISTED
Allurion Technologies
ALUR
| $45.8K | 0.04% |
490
| – | – |
|
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