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
$359M
AUM Growth
+$11M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
92
New
Increased
Reduced
Closed

Top Buys

1 +$13.7M
2 +$10.3M
3 +$9.85M
4
BIIB icon
Biogen
BIIB
+$8.4M
5
AMED
Amedisys
AMED
+$8.09M

Top Sells

1 +$17.9M
2 +$10M
3 +$8.86M
4
ZBH icon
Zimmer Biomet
ZBH
+$8.78M
5
ACHC icon
Acadia Healthcare
ACHC
+$8.19M

Sector Composition

1 Healthcare 97.97%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.83M 1.61%
+100,000
27
$5.67M 1.57%
120,000
-70,000
28
$4.83M 1.34%
+275,000
29
$4.71M 1.3%
+40,000
30
$4.46M 1.23%
100,000
+25,000
31
$4.41M 1.22%
+80,000
32
$4.24M 1.17%
48,000
+30,000
33
$3.89M 1.08%
175,000
+5,000
34
$3.39M 0.94%
20,000
-5,000
35
$3.38M 0.93%
125,000
-55,000
36
$3.31M 0.92%
+50,000
37
$3.23M 0.89%
30,000
-30,000
38
$3.15M 0.87%
8,000
39
$2.93M 0.81%
+10,000
40
$2.91M 0.8%
200,000
+15,000
41
$2.84M 0.79%
35,000
+5,000
42
$2.76M 0.76%
564
43
$2.72M 0.75%
103,000
+68,000
44
$2.71M 0.75%
100,000
+10,000
45
$2.45M 0.68%
75,000
+20,000
46
$2.41M 0.67%
65,000
-20,000
47
$2.33M 0.64%
+50,000
48
$2.2M 0.61%
+30,000
49
$2.18M 0.6%
80,000
-20,000
50
$2.09M 0.58%
130,000
-30,000