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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
+12.42%
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
$40M
AUM Growth
-$73M
(-65%)
Cap. Flow
-$76.6M
Cap. Flow
% of AUM
-191.7%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
9
New
2
Increased
–
Reduced
–
Closed
3
Top Buys
| 1 |
DOO
Bombardier Recreational Products
DOO
|
+$8.86M |
| 2 |
Coinbase
COIN
|
+$6.77M |
Top Sells
| 1 |
Albertsons Companies
ACI
|
+$89.1M |
| 2 |
UDMY
Udemy
UDMY
|
+$1.91M |
| 3 |
Victory Capital Holdings
VCTR
|
+$1.26M |
Sector Composition
| 1 | Financials | 24.96% |
| 2 | Consumer Discretionary | 22.55% |
| 3 | Healthcare | 14.88% |
| 4 | Consumer Staples | 0% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
1
Vanguard FTSE Emerging Markets ETF
VWO
$123B
| $14.3M | 35.75% |
342,000
| – | – |
|
|
2
Coinbase
COIN
$41.9B
| $9.97M | 24.96% |
+37,612
| New | +$6.77M |
|
|
DOO
3
Bombardier Recreational Products
DOO
$4.33B
| $9.01M | 22.55% |
+134,275
| New | +$8.86M |
|
4
Arvinas
ARVN
$534M
| $5.92M | 14.83% |
143,522
| – | – |
|
5
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
| $745K | 1.87% |
6,464
| – | – |
|
|
ALUR
6
DELISTED
Allurion Technologies
ALUR
| $21.4K | 0.05% |
490
| – | – |
|
|
7
Albertsons Companies
ACI
$7.23B
| – | – |
-3,871,972
| Closed | -$89.1M |
|
|
UDMY
8
DELISTED
Udemy
UDMY
| – | – |
-129,987
| Closed | -$1.91M |
|
|
9
Victory Capital Holdings
VCTR
$5.77B
| – | – |
-40,000
| Closed | -$1.26M |
|
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