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
$8.62M
AUM Growth
+$2.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

1 +$3.16M

Top Sells

No sells this quarter

Sector Composition

1 Financials 56.89%
2 Healthcare 43.11%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.9M 56.89%
501,300
2
$3.16M 36.62%
+547,945
3
$532K 6.17%
4,482
4
$27K 0.31%
1,198