IHAM

Integral Health Asset Management Portfolio holdings

AUM $1.97B
1-Year Est. Return 106.57%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+106.57%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.02B
AUM Growth
+$326M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$29M
2
+$26.6M
3
+$22.7M
4
CYTK icon
Cytokinetics
CYTK
+$19.3M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$15.7M

Top Sells

1
+$19.9M
2
+$17.5M
3
+$13.2M
4
ZBH icon
Zimmer Biomet
ZBH
+$12.2M
5
LLY icon
Eli Lilly
LLY
+$11.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.2M 1.49%
325,000
+125,000
27
$15.1M 1.48%
45,000
+10,000
28
$15M 1.47%
+220,000
29
$14.5M 1.43%
+40,000
30
$14.2M 1.4%
80,000
-5,000
31
$13.9M 1.36%
100,000
-25,000
32
$13.5M 1.33%
420,000
+220,000
33
$13M 1.28%
+40,000
34
$12.8M 1.26%
500,000
+300,000
35
$12.1M 1.19%
50,000
-20,000
36
$11.8M 1.16%
+2,250,000
37
$11.2M 1.1%
110,000
-30,000
38
$11.1M 1.08%
220,000
39
$9.8M 0.96%
+980,000
40
$9.6M 0.94%
200,000
+100,000
41
$9.34M 0.92%
12,000
-16,000
42
$9.2M 0.9%
50,000
-5,000
43
$9.12M 0.9%
+230,000
44
$8.95M 0.88%
550,000
+50,000
45
$8.82M 0.87%
+150,000
46
$8.65M 0.85%
125,000
-50,000
47
$8.2M 0.8%
250,000
48
$7.97M 0.78%
+225,000
49
$7.96M 0.78%
250,000
-125,000
50
$7.47M 0.73%
50,000
+5,000
1
2
3 4