YF

Yu Fan Portfolio holdings

AUM $92.3M
1-Year Est. Return 25.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$92.3M
AUM Growth
+$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1 +$6.97M

Top Sells

1 +$12.5M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
KMTS
1
Kestra Medical Technologies
KMTS
$1.34B
$60.5M 65.6%
2,282,519
CBLL
2
CeriBell Inc
CBLL
$651M
$12M 13.06%
549,448
-803,718
ALMS
3
Alumis Inc
ALMS
$3.51B
$7.71M 8.35%
789,618
IVA
4
Inventiva
IVA
$1.26B
$6.97M 7.56%
+1,500,000
WHWK
5
Whitehawk Therapeutics
WHWK
$156M
$5.01M 5.43%
2,070,000