IHAM

Integral Health Asset Management Portfolio holdings

AUM $1.07B
1-Year Est. Return 40.53%
This Quarter Est. Return
1 Year Est. Return
+40.53%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$350M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$9M
3
+$8.83M
4
ZBH icon
Zimmer Biomet
ZBH
+$8.8M
5
MRK icon
Merck
MRK
+$6.94M

Top Sells

1
+$8.76M
2
+$8.44M
3
+$8.37M
4
ABBV icon
AbbVie
ABBV
+$7.5M
5
COR icon
Cencora
COR
+$6.84M

Sector Composition

1 Healthcare 91.97%
2 Energy 3%
3 Industrials 0.97%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.38M 1.54%
15,000
-13,000
27
$4.99M 1.42%
+12,000
28
$4.86M 1.39%
20,500
-12,300
29
$4.74M 1.35%
100,100
+70,000
30
$4.68M 1.34%
+160,000
31
$4.63M 1.32%
75,000
+25,000
32
$4.52M 1.29%
+200,000
33
$4.39M 1.25%
44,000
-6,000
34
$4.27M 1.22%
+65,000
35
$4.07M 1.16%
+400,000
36
$3.93M 1.12%
52,000
-33,000
37
$3.68M 1.05%
+40,000
38
$3.66M 1.05%
80,000
+20,000
39
$3.55M 1.02%
35,000
-10,000
40
$3.4M 0.97%
+75,000
41
$3.3M 0.94%
+40,000
42
$3.16M 0.9%
+50,000
43
$3.1M 0.89%
+25,000
44
$3.01M 0.86%
+14,000
45
$2.61M 0.75%
+10,000
46
$2.6M 0.74%
+50,000
47
$2.47M 0.7%
85,000
48
$2.4M 0.68%
+40,000
49
$2.38M 0.68%
70,000
+20,000
50
$2.22M 0.63%
43,000
-32,000
1
2
3 4