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
1
$28.6M 12.62%
34,602
-2,466
2
$18.7M 8.25%
89,227
-1,496
3
$13.5M 5.96%
25,782
-9,420
4
$13.3M 5.89%
132,273
-21,949
5
$11.5M 5.06%
127,679
+21,952
6
$11.4M 5.02%
22,857
-2,039
7
$11.1M 4.88%
22,808
+551
8
$8.77M 3.87%
31,553
-1,000
9
$8.63M 3.81%
+76,998
10
$8.56M 3.78%
22,998
-2,662
11
$8.39M 3.71%
75,881
+8,118
12
$8.28M 3.66%
26,577
-837
13
$7.6M 3.36%
+15,345
14
$7.09M 3.13%
214,778
-51,721
15
$6.84M 3.02%
25,141
+14,241
16
$5.23M 2.31%
151,348
+48,316
17
$4.33M 1.91%
59,696
-8,600
18
$4.29M 1.89%
21,259
-1,900
19
$4.24M 1.87%
23,491
+14,289
20
$3.81M 1.68%
27,688
-2,992
21
$3.48M 1.54%
77,263
-39,429
22
$3.13M 1.38%
45,841
-14,216
23
$3.03M 1.34%
91,301
-29,200
24
$2.9M 1.28%
44,171
+2,100
25
$2.65M 1.17%
37,098
+6,158
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