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
$384M
AUM Growth
+$25.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1 +$9.82M
2 +$7.53M
3 +$7.2M
4
GH icon
Guardant Health
GH
+$6.62M
5
SWAV
Shockwave Medical, Inc. Common Stock
SWAV
+$6.22M

Top Sells

1 +$13.7M
2 +$9.85M
3 +$7.61M
4
ABBV icon
AbbVie
ABBV
+$6.77M
5
CNC icon
Centene
CNC
+$6.31M

Sector Composition

1 Healthcare 97.39%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
26
$5.99M 1.56%
+25,000
27
$5.72M 1.49%
1,000,000
+250,000
28
$5.54M 1.44%
500,000
+225,000
29
$5.45M 1.42%
+35,000
30
$5.42M 1.41%
337,000
+252,000
31
$5.31M 1.38%
235,000
+60,000
32
$4.83M 1.26%
+16,000
33
$4.44M 1.15%
175,000
+50,000
34
$4.41M 1.15%
81,000
+46,000
35
$4.1M 1.07%
238,000
+38,000
36
$3.84M 1%
+30,000
37
$3.63M 0.95%
50,000
38
$3.62M 0.94%
50,000
+15,000
39
$3.52M 0.92%
150,000
+70,000
40
$3.37M 0.88%
125,000
+60,000
41
$3.3M 0.86%
+75,000
42
$3.28M 0.85%
+35,000
43
$3.16M 0.82%
15,000
-20,000
44
$3.08M 0.8%
140,000
+40,000
45
$3.07M 0.8%
170,000
+70,000
46
$2.99M 0.78%
90,000
+15,000
47
$2.84M 0.74%
+8,000
48
$2.84M 0.74%
200,000
+115,000
49
$2.8M 0.73%
165,000
+65,000
50
$2.79M 0.73%
12,000
+4,000