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
$1.13B
AUM Growth
+$281M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
99
New
Increased
Reduced
Closed

Top Buys

1
+$30.3M
2
+$29.6M
3
+$27.5M
4
CVS icon
CVS Health
CVS
+$22.4M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$21.8M

Top Sells

1
+$35M
2
+$23M
3
+$16.4M
4
ACLX icon
Arcellx
ACLX
+$13.4M
5
MDT icon
Medtronic
MDT
+$12M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$15.3M 1.31%
300,000
27
$14.7M 1.26%
+225,000
28
$14.7M 1.25%
+550,000
29
$13.9M 1.18%
650,000
+300,000
30
$13.6M 1.16%
600,000
+150,000
31
$13.4M 1.14%
+420,000
32
$12M 1.02%
150,000
-150,000
33
$11.9M 1.01%
+300,000
34
$11.7M 0.99%
150,000
+30,000
35
$11.4M 0.97%
100,000
+50,000
36
$11.1M 0.95%
+30,000
37
$11M 0.94%
+500,000
38
$10.8M 0.92%
200,000
-20,000
39
$10.8M 0.92%
875,000
+519,000
40
$10.7M 0.91%
+200,000
41
$10.6M 0.9%
45,000
+20,000
42
$10.1M 0.87%
+40,000
43
$9.41M 0.8%
+700,000
44
$9.19M 0.78%
100,000
-10,000
45
$8.62M 0.73%
+55,000
46
$8.43M 0.72%
150,000
+70,000
47
$8.4M 0.72%
+150,000
48
$7.82M 0.67%
1,000,000
+500,000
49
$7.67M 0.65%
100,000
-175,000
50
$7.39M 0.63%
+1,400,000
1
2
3 4