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
$7.39M
AUM Growth
-$1.22M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
4
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 66.5%
2 Healthcare 33.5%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.92M 66.5%
501,300
2
$2.2M 29.71%
547,945
3
$258K 3.49%
4,482
4
$22K 0.3%
1,198