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
$227M
AUM Growth
+$15.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
41
New
Increased
Reduced
Closed

Top Buys

1
+$8.63M
2
+$7.6M
3
+$3.88M
4
KRYS icon
Krystal Biotech
KRYS
+$2.58M
5
VRNA
Verona Pharma
VRNA
+$2.2M

Top Sells

1
+$5.94M
2
+$4.93M
3
+$3.08M
4
BSX icon
Boston Scientific
BSX
+$2.21M
5
LLY icon
Eli Lilly
LLY
+$2.04M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.21M 0.97%
107,783
-31,200
27
$2.2M 0.97%
+34,690
28
$2.15M 0.95%
+20,547
29
$2.03M 0.89%
105,077
+3,900
30
$1.94M 0.86%
54,961
-7,200
31
$1.56M 0.69%
+119,833
32
$1.49M 0.66%
35,292
-27,229
33
$1.26M 0.56%
46,808
+7,235
34
$878K 0.39%
390,000
35
$743K 0.33%
479,644
36
$522K 0.23%
98,304
37
$253K 0.11%
182,354
-65,100
38
– –
-34,328
39
– –
-71,138
40
– –
-326,840
41
– –
-21,545
1
2