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
$72.5M
AUM Growth
+$52.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$55M
2 +$16.4M
3 +$498K

Top Sells

1 +$19M
2 +$486K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$55M 75.8%
+1,252,438
2
$16.4M 22.68%
+737,000
3
$498K 0.69%
+22,503
4
$310K 0.43%
57,190
5
$295K 0.41%
69,303
6
-822,171
7
-22,503