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
1
$30.2M 12.92%
38,721
+4,119
2
$16.1M 6.91%
86,933
-2,294
3
$13.6M 5.8%
126,185
-6,088
4
$11.1M 4.75%
88,392
+12,511
5
$11M 4.72%
139,172
+11,493
6
$10.9M 4.65%
27,466
+4,468
7
$10.8M 4.64%
24,328
+1,520
8
$10.1M 4.32%
18,559
+3,214
9
$9.84M 4.21%
24,266
+1,409
10
$9.44M 4.04%
31,466
-87
11
$8.11M 3.47%
73,165
-3,833
12
$7.15M 3.06%
165,480
+14,132
13
$6.67M 2.86%
23,894
-2,683
14
$6.5M 2.78%
227,224
+12,446
15
$5.9M 2.53%
24,386
-755
16
$5.44M 2.33%
106,912
+29,649
17
$5.34M 2.29%
21,886
+627
18
$4.5M 1.93%
26,797
-891
19
$4.49M 1.92%
57,360
-2,336
20
$4.45M 1.91%
47,100
+12,410
21
$4.44M 1.9%
50,872
+5,031
22
$3.9M 1.67%
25,302
+4,755
23
$3.4M 1.45%
40,532
+3,434
24
$3.15M 1.35%
59,889
+24,597
25
$3.03M 1.3%
82,275
+27,314
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