YF

Yu Fan Portfolio holdings

AUM $97M
1-Year Est. Return 57.2%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+57.2%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$76.9M
AUM Growth
+$3.68M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$3.76M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$54.2M 70.56%
2,282,519
2
$15.5M 20.23%
1,353,166
3
$3.93M 5.12%
2,070,000
4
$3.15M 4.1%
789,618
5
-912,000