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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
+1.81%
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
$815K
AUM Growth
-$1.62M
(-66%)
Cap. Flow
-$1.63M
Cap. Flow
% of AUM
-200.15%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
1
Increased
–
Reduced
1
Closed
1
Top Buys
| 1 |
Ring Energy
REI
|
+$19K |
Top Sells
| 1 |
Cartesian Therapeutics
RNAC
|
+$1.61M |
| 2 |
iShares Core S&P Total US Stock Market ETF
ITOT
|
+$38.8K |
Sector Composition
| 1 | Energy | 2.11% |
| 2 | Healthcare | 0.65% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
| $793K | 97.24% |
6,164
-300
| -5% | -$38.8K |
|
|
2
Ring Energy
REI
$287M
| $17.2K | 2.11% |
+12,667
| New | +$19K |
|
|
ALUR
3
DELISTED
Allurion Technologies
ALUR
| $5.27K | 0.65% |
490
| – | – |
|
|
4
Cartesian Therapeutics
RNAC
$278M
| – | – |
-100,000
| Closed | -$1.61M |
|
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