YF

Yu Fan Portfolio holdings

AUM $92.3M
1-Year Est. Return 25.92%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$20M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$13.9M
2
+$396K

Top Sells

1
+$409K
2
+$348K
3
+$12.1K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$19M 95.39%
+822,171
2
$486K 2.43%
+22,503
3
$310K 1.55%
57,190
4
$125K 0.63%
69,303
5
– –
-20,592
6
– –
-547,945
7
– –
-1,667