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
$53.2M
AUM Growth
+$20.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1 +$31.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$31.6M 59.41%
+1,222,202
2
$13.2M 24.7%
912,000
3
$6.21M 11.66%
789,618
4
$1.28M 2.41%
163,456
5
$600K 1.13%
22,503
6
$257K 0.48%
57,190
7
$108K 0.2%
69,303