7IH

72 Investment Holdings Portfolio holdings

AUM $38.3M
1-Year Est. Return 21.92%
This Quarter Est. Return
1 Year Est. Return
+21.92%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$66.1M
AUM Growth
-$676M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
3
New
Increased
Reduced
Closed

Top Buys

1 +$33.7M

Top Sells

1 +$688M

Sector Composition

1 Healthcare 100%
2 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$33.7M 51.02%
+1,848,024
2
$32.4M 48.98%
65,933
3
-29,203,752