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
$486M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$23.7M
2
+$17.5M
3
+$16.9M
4
MCK icon
McKesson
MCK
+$13.6M
5
DXCM icon
DexCom
DXCM
+$12.4M

Top Sells

1
+$15.5M
2
+$13.3M
3
+$9.83M
4
AMED
Amedisys
AMED
+$6.89M
5
CI icon
Cigna
CI
+$5.99M

Sector Composition

1 Healthcare 97.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.79M 1.4%
+31,311
27
$6.58M 1.35%
353,106
+183,106
28
$6.57M 1.35%
130,000
-23,000
29
$6.2M 1.28%
57,403
-2,597
30
$5.73M 1.18%
730,582
+230,582
31
$5.71M 1.18%
+40,000
32
$5.54M 1.14%
31,311
-18,689
33
$5.43M 1.12%
156,554
+81,554
34
$5.04M 1.04%
230,655
+55,655
35
$4.86M 1%
80,010
-39,990
36
$4.48M 0.92%
99,150
+59,381
37
$4.47M 0.92%
78,277
+38,277
38
$4.39M 0.9%
41,748
+11,748
39
$4.32M 0.89%
83,495
+33,495
40
$4.19M 0.86%
104,656
+62,656
41
$4.17M 0.86%
+52,184
42
$4.13M 0.85%
+124,369
43
$3.99M 0.82%
285,971
+47,971
44
$3.83M 0.79%
219,194
+54,194
45
$3.45M 0.71%
177,427
+37,427
46
$3.43M 0.71%
78,277
+28,277
47
$3.43M 0.7%
+52,184
48
$3.26M 0.67%
20,874
-14,126
49
$3.23M 0.66%
156,553
+71,553
50
$3.17M 0.65%
104,369
+69,369
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