YF

Yu Fan Portfolio holdings

AUM $73.2M
1-Year Est. Return 23.11%
This Quarter Est. Return
1 Year Est. Return
-23.11%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$34.4M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$20.9M
2 +$12.5M
3 +$882K
4
CRVO icon
CervoMed
CRVO
+$71K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$20.9M 60.8%
+303,030
2
$12.5M 36.43%
+300,000
3
$882K 2.56%
+4,482
4
$71K 0.21%
+1,198