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
$7.34M
AUM Growth
+$875K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$1.08M

Top Sells

No sells this quarter

Sector Composition

1 Financials 67.82%
2 Healthcare 32.18%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$4.98M 67.82%
501,300
2
$1.08M 14.78%
+401,757
3
$586K 7.98%
547,945
4
$537K 7.32%
20,592
5
$95K 1.29%
1,667
6
$59K 0.8%
4,482