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
$336M
AUM Growth
+$19.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$12.3M
2
+$8.99M
3
+$8.44M
4
BDX icon
Becton Dickinson
BDX
+$8.01M
5
ABBV icon
AbbVie
ABBV
+$7.5M

Top Sells

1
+$10.8M
2
+$9M
3
+$8.29M
4
ZBH icon
Zimmer Biomet
ZBH
+$6.81M
5
RVTY icon
Revvity
RVTY
+$6.46M

Sector Composition

1 Healthcare 91.04%
2 Energy 4.31%
3 Financials 0.52%
4 Consumer Discretionary 0%
5 Technology 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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