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
$7.47M
AUM Growth
+$128K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Financials 67.73%
2 Healthcare 32.27%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$5.06M 67.73%
501,300
2
$1.55M 20.76%
547,945
3
$485K 6.49%
20,592
4
$274K 3.67%
401,757
5
$50.4K 0.68%
4,482
6
$50K 0.67%
1,667