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
$5.82M
AUM Growth
-$3.03M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.09M

Sector Composition

1 Financials 83.9%
2 Healthcare 16.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.88M 83.9%
501,300
2
$891K 15.31%
4,482
3
$46K 0.79%
1,198
4
-143,867