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
$1.82M
AUM Growth
-$5.65M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$5.06M

Sector Composition

1 Healthcare 100%
2 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$1.1M 60.35%
547,945
2
$468K 25.76%
20,592
3
$196K 10.77%
401,757
4
$32.5K 1.79%
4,482
5
$24K 1.32%
1,667
6
-501,300