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
$8.85M
AUM Growth
-$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$13.9M
2 +$3.35M

Sector Composition

1 Financials 55.52%
2 Healthcare 44.48%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.91M 55.52%
501,300
2
$3.09M 34.92%
143,867
-156,133
3
$780K 8.81%
4,482
4
$66K 0.75%
1,198
5
-303,030