YF

Yu Fan Portfolio holdings

AUM $97M
1-Year Est. Return 57.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97M
AUM Growth
+$4.74M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

1 +$4.92M
2 +$4.46M
3 +$395K

Top Sells

1 +$319K

Sector Composition

1 Healthcare 99.71%
2 Financials 0.29%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMTS
1
Kestra Medical Technologies
KMTS
$1.1B
$45.5M 46.89%
2,282,519
ALMS
2
Alumis Inc
ALMS
$2.55B
$17.1M 17.64%
776,845
-12,773
CBLL
3
CeriBell Inc
CBLL
$664M
$10.1M 10.38%
549,448
IVA
4
Inventiva
IVA
$855M
$8.32M 8.58%
1,500,000
WHWK
5
Whitehawk Therapeutics
WHWK
$207M
$7.14M 7.36%
2,070,000
CATX icon
6
Perspective Therapeutics
CATX
$411M
$4.4M 4.54%
+1,055,409
PMN icon
7
ProMIS Neurosciences
PMN
$91M
$4.19M 4.32%
+329,760
ABTC
8
American Bitcoin Corp
ABTC
$1.06B
$285K 0.29%
+308,076