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
$317M
AUM Growth
-$11.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
89
New
Increased
Reduced
Closed

Top Buys

1
+$10M
2
+$6.53M
3
+$6.27M
4
CNC icon
Centene
CNC
+$5.54M
5
EHTH icon
eHealth
EHTH
+$5.53M

Top Sells

1
+$13.7M
2
+$10.6M
3
+$9.04M
4
DHR icon
Danaher
DHR
+$7.96M
5
SGEN
Seagen Inc. Common Stock
SGEN
+$7.65M

Sector Composition

1 Healthcare 88.17%
2 Energy 5.03%
3 Financials 1.75%
4 Consumer Discretionary 0.61%
5 Technology 0.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4