7IH

72 Investment Holdings Portfolio holdings

AUM $49.6M
1-Year Est. Return 684.72%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+684.72%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$67.9M
AUM Growth
+$29.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$197K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$47.4M 69.77%
1,017,751
2
$13.3M 19.51%
276,831
3
$3.49M 5.14%
65,933
4
$2.68M 3.95%
667,778
5
$1.1M 1.63%
474,067
6
-549,980