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
$76.5M
AUM Growth
+$3.99M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$49.8M
2 +$15M
3 +$10.5M
4
CSTL icon
Castle Biosciences
CSTL
+$800K

Top Sells

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

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$49.8M 65.11%
+1,578,344
2
$15M 19.57%
+912,000
3
$10.5M 13.72%
+789,618
4
$800K 1.05%
+36,747
5
$229K 0.3%
69,303
6
$196K 0.26%
57,190
7
-1,252,438
8
-737,000
9
-22,503