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
$20M
AUM Growth
+$18.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$19M
2 +$486K

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
-1,667
6
-20,592
7
-547,945