HP

HealthInvest Partners Portfolio holdings

AUM $27M
1-Year Est. Return 19.49%
This Quarter Est. Return
1 Year Est. Return
+19.49%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$51.8M
AUM Growth
+$4.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$5.27M
2
+$4.85M
3
+$2.31M
4
UTMD icon
Utah Medical Products
UTMD
+$804K
5
UNH icon
UnitedHealth
UNH
+$201K

Top Sells

1
+$4.42M
2
+$3.8M
3
+$2.37M
4
OPNT
Opiant Pharmaceuticals, Inc. Common Stock
OPNT
+$2.26M
5
ZVRA icon
Zevra Therapeutics
ZVRA
+$1.93M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$31.3K 0.06%
+791
27
$26.6K 0.05%
+356
28
$22.5K 0.04%
+152
29
$22.2K 0.04%
+186
30
$22.1K 0.04%
+736
31
$22.1K 0.04%
+93
32
$20.2K 0.04%
+440
33
$15.5K 0.03%
+462
34
$15.5K 0.03%
+292
35
$13.4K 0.03%
+122
36
$13.3K 0.03%
+268
37
$13.1K 0.03%
+52
38
$11K 0.02%
+139
39
$9.1K 0.02%
+166
40
$8.88K 0.02%
+23
41
$8.84K 0.02%
+1,075
42
$7.89K 0.02%
+131
43
$6.8K 0.01%
+475
44
$6.76K 0.01%
+554
45
$6.76K 0.01%
+887
46
$6.69K 0.01%
+226
47
$6.68K 0.01%
+34
48
$6.58K 0.01%
+32
49
$6.45K 0.01%
+1,300
50
$5.67K 0.01%
+1,069
1
2
3