YF

Yu Fan Portfolio holdings

AUM $76.9M
1-Year Est. Return 9.59%
This Quarter Est. Return
1 Year Est. Return
-9.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.76M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMTS
1
Kestra Medical Technologies
KMTS
$1.18B
$54.2M 70.56%
2,282,519
CBLL
2
CeriBell Inc
CBLL
$625M
$15.5M 20.23%
1,353,166
WHWK
3
Whitehawk Therapeutics
WHWK
$103M
$3.93M 5.12%
2,070,000
ALMS
4
Alumis Inc
ALMS
$774M
$3.15M 4.1%
789,618
CRGX
5
DELISTED
CARGO Therapeutics
CRGX
-912,000