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
$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
51
$4.42K 0.01%
+286
52
$4.4K 0.01%
+142
53
$4.39K 0.01%
+158
54
– –
-210,000
55
– –
-13,000
1 2
3