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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
0%
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
$767K
AUM Growth
-$48.7K
Cap. Flow
-$48.7K
Cap. Flow %
-6.35%
Top 10 Hldgs %
100%
Holding
5
New
2
Increased
–
Reduced
–
Closed
3

Top Buys

No buys this quarter

Top Sells

1
ITOT icon
iShares Core S&P Total US Stock Market ETF
ITOT
+$793K
2
REI icon
Ring Energy
REI
+$17.2K
3
ALUR
Allurion Technologies
ALUR
+$5.27K

Sector Composition

1 Energy 0%
2 Healthcare 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ALUR
1
DELISTED
Allurion Technologies
ALUR
– –
-490
Closed -$5.27K
ITOT icon
2
iShares Core S&P Total US Stock Market ETF
ITOT
$94.9B
– –
-6,164
Closed -$793K
REI icon
3
Ring Energy
REI
$287M
– –
-12,667
Closed -$17.2K

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