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
$225M
AUM Growth
-$32.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
79
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$8.48M
3
+$7.79M
4
EHC icon
Encompass Health
EHC
+$7.36M
5
LHCG
LHC Group LLC
LHCG
+$7.01M

Top Sells

1
+$14.5M
2
+$13.1M
3
+$10.8M
4
SNY icon
Sanofi
SNY
+$9.54M
5
VAR
Varian Medical Systems, Inc.
VAR
+$8.52M

Sector Composition

1 Healthcare 89.53%
2 Energy 3.12%
3 Consumer Discretionary 1.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-30,000
77
– –
-80,000
78
– –
-60,000
79
– –
-50,000
1 2 3
4