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HP

HealthInvest Partners Portfolio holdings

AUM $310M
1-Year Est. Return 37.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+37.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$310M
AUM Growth
-$3.76M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
43
New
Increased
Reduced
Closed

Top Buys

1
+$53.2M
2
+$37.9M
3
+$24.6M
4
JNJ icon
Johnson & Johnson
JNJ
+$21.5M
5
CAH icon
Cardinal Health
CAH
+$18.4M

Top Sells

1
+$18.7M
2
+$6.37M
3
+$5.46M
4
UFPT icon
UFP Technologies
UFPT
+$5.1M
5
IONS icon
Ionis Pharmaceuticals
IONS
+$5.09M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NAMS icon
26
NewAmsterdam Pharma
NAMS
$3.55B
$5.51M 1.78%
94,796
-102,240
CELC icon
27
Celcuity
CELC
$4.32B
$5.14M 1.66%
141,296
+99,465
ABVX
28
Abivax
ABVX
$7.7B
$4.78M 1.54%
31,590
CAH icon
29
Cardinal Health
CAH
$52.4B
$4.77M 1.54%
108,682
+85,212
IDYA icon
30
IDEAYA Biosciences
IDYA
$2.74B
$4.01M 1.3%
31,133
-66,305
TNGX icon
31
Tango Therapeutics
TNGX
$5.04B
$3.63M 1.17%
+29,915
SYRE icon
32
Spyre Therapeutics
SYRE
$7.02B
$3.49M 1.13%
+62,735
IRON icon
33
Disc Medicine
IRON
$2.6B
$3.19M 1.03%
107,255
+59,288
CMPX icon
34
Compass Therapeutics
CMPX
$366M
$3.05M 0.99%
41,831
-542,501
UNH icon
35
UnitedHealth
UNH
$371B
$2.77M 0.9%
14,636
DXCM icon
36
DexCom
DXCM
$29.1B
$2.64M 0.85%
584,332
+544,610
BCAX
37
Bicara Therapeutics
BCAX
$1.43B
$2.32M 0.75%
1,169,634
+1,058,271
SLNO
38
DELISTED
Soleno Therapeutics
SLNO
$2.21M 0.71%
90,184
+27,449
PYXS icon
39
Pyxis Oncology
PYXS
$112M
$1.62M 0.52%
197,036
-420,209
ACLX
40
DELISTED
Arcellx
ACLX
– –
-41,717
AUTL
41
Autolus Therapeutics
AUTL
$415M
– –
-1,169,634
CRBP icon
42
Corbus Pharmaceuticals
CRBP
$152M
– –
-107,255
UFPT icon
43
UFP Technologies
UFPT
$1.82B
– –
-22,986
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