HP

HealthInvest Partners Portfolio holdings

AUM $313M
1-Year Est. Return 48.65%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+48.65%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$234M
AUM Growth
+$7.15M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
38
New
Increased
Reduced
Closed

Top Buys

1
+$3.21M
2
+$1.77M
3
+$1.75M
4
NBIX icon
Neurocrine Biosciences
NBIX
+$1.57M
5
MIRM icon
Mirum Pharmaceuticals
MIRM
+$1.51M

Top Sells

1
+$2.18M
2
+$1.21M
3
+$749K
4
BSX icon
Boston Scientific
BSX
+$654K
5
KRYS icon
Krystal Biotech
KRYS
+$458K

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$2.85M 1.22%
157,223
+49,440
27
$2.77M 1.19%
20,158
-3,333
28
$2.73M 1.17%
86,274
-5,027
29
$2.52M 1.08%
1,105,461
+625,817
30
$2.49M 1.06%
13,727
-12,055
31
$2.07M 0.89%
764,901
+374,901
32
$1.97M 0.84%
92,737
-12,340
33
$1.69M 0.73%
25,732
-18,439
34
$1.37M 0.59%
147,380
+27,547
35
$1.31M 0.56%
+24,652
36
$1.21M 0.52%
175,582
+77,278
37
$1.15M 0.49%
49,820
+3,012
38
– –
-182,354
1
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