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
$1.41M
AUM Growth
+$135K
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$503K
2 +$272K
3 +$138K

Top Sells

1 +$283K
2 +$173K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$503K 35.7%
+57,190
2
$409K 28.99%
547,945
3
$348K 24.67%
20,592
+16,110
4
$138K 9.78%
+69,303
5
$12.1K 0.86%
1,667
6
-20,592
7
-401,757