YF

Yu Fan Portfolio holdings

AUM $76.9M
1-Year Est. Return 9.59%
This Quarter Est. Return
1 Year Est. Return
-9.59%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$97.3M
AUM Growth
+$44.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1 +$56.9M
2 +$3.68M

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
$56.9M 58.45%
+2,282,519
2
$23.5M 24.13%
1,222,202
3
$4.85M 4.98%
789,618
4
$4M 4.11%
163,456
5
$3.71M 3.82%
912,000
6
$3.68M 3.79%
+2,070,000
7
$451K 0.46%
22,503
8
$186K 0.19%
57,190
9
$67.9K 0.07%
69,303