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
$32.5M
AUM Growth
-$44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$53.4M
2 +$406K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$16.8M 51.8%
912,000
2
$8.43M 25.96%
789,618
3
$6.17M 18.99%
163,456
-1,414,888
4
$642K 1.98%
22,503
-14,244
5
$254K 0.78%
69,303
6
$158K 0.49%
57,190