YU

Yale University Portfolio holdings

AUM $842K
1-Year Est. Return 23.56%
This Quarter Est. Return
1 Year Est. Return
-23.56%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$767K
AUM Growth
-$48.7K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$793K
2
+$17.2K
3
+$5.27K

Sector Composition

1 Energy 0%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALUR icon
1
Allurion Technologies
ALUR
$14.4M
– –
-490
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$79.6B
– –
-6,164
REI icon
3
Ring Energy
REI
$197M
– –
-12,667