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
$6.46M
AUM Growth
-$930K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$452K
2 +$101K

Top Sells

1 +$22K

Sector Composition

1 Financials 75.99%
2 Healthcare 24.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.91M 75.99%
501,300
2
$942K 14.57%
547,945
3
$452K 6.99%
+20,592
4
$101K 1.56%
+1,667
5
$57K 0.88%
4,482
6
-1,198