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YF
Yu Fan Portfolio holdings
AUM
$97M
1-Year Est. Return
57.2%
This Fund
S&P 500
This Quarter
Est. Return
+59.96%
1 Year Est. Return
+57.2%
3 Year Est. Return
-14.37%
5 Year Est. Return
-61.92%
10 Year Est. Return
–
AUM
$34.4M
AUM Growth
–
Cap. Flow
+$25.5M
Cap. Flow
% of AUM
74.15%
Top 10 Holdings %
Top 10 Hldgs %
100%
Holding
4
New
4
Increased
–
Reduced
–
Closed
–
Top Buys
| Rank | Stock | Value |
|---|---|---|
| 1 |
Pulmonx
LUNG
|
+$14.8M |
| 2 |
Atea Pharmaceuticals
AVIR
|
+$9.67M |
| 3 |
Spyre Therapeutics
SYRE
|
+$929K |
| 4 |
CervoMed
CRVO
|
+$70.2K |
Top Sells
No sells this quarter
Sector Composition
| Rank | Sector | Weight |
|---|---|---|
| 1 | Healthcare | 100% |
| Name | Market Value | Portfolio Weight | Shares or Principal |
Change in Stake | Capital Flow | |
|---|---|---|---|---|---|---|
|
1
Pulmonx
LUNG
$51.5M
| $20.9M | 60.8% |
+303,030
| New | +$14.8M |
|
|
2
Atea Pharmaceuticals
AVIR
$382M
| $12.5M | 36.43% |
+300,000
| New | +$9.67M |
|
|
3
Spyre Therapeutics
SYRE
$8.77B
| $882K | 2.56% |
+4,482
| New | +$929K |
|
|
4
CervoMed
CRVO
$24.9M
| $71K | 0.21% |
+1,198
| New | +$70.2K |
|
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Yu Fan's Q4 2020 Portfolio in Review
Q4 2020 is the first quarter with a 13F filing on record for Yu Fan, which disclosed 4 positions worth $34.4M. Its ten largest holdings account for 100% of the portfolio.
Its largest position is Pulmonx: 303,030 shares worth $20.9M.
By sector, the portfolio is most concentrated in Healthcare at 100% of assets.
- Yu Fan's largest Q4 2020 buy was Pulmonx: 303,030 shares worth $20.9M.
- Yu Fan's ten largest holdings make up 100% of its $34.4M portfolio in Q4 2020.
- Yu Fan disclosed 4 positions in Q4 2020, its first 13F filing on record.
Based on Yu Fan's 13F filing for Q4 2020, filed 16 Feb 2021.