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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
-24.93%
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
$2.43M
AUM Growth
+$2.42M
Cap. Flow
+$2.35M
Cap. Flow %
96.44%
Top 10 Hldgs %
100%
Holding
3
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

1
RNAC icon
Cartesian Therapeutics
RNAC
+$1.56M
2
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$783K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 66.6%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
RNAC icon
1
Cartesian Therapeutics
RNAC
$278M
$1.61M 66.3%
+100,000
New +$1.56M
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
$812K 33.4%
+6,464
New +$783K
ALUR
3
DELISTED
Allurion Technologies
ALUR
$7.51K 0.31%
490
– –

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