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

Top Buys

1 +$9.77M
2 +$8.59M
3 +$7.65M
4
LLY icon
Eli Lilly
LLY
+$7.47M
5
ABBV icon
AbbVie
ABBV
+$6.73M

Top Sells

1 +$10.8M
2 +$8.29M
3 +$6.81M
4
DNLI icon
Denali Therapeutics
DNLI
+$6.5M
5
SNY icon
Sanofi
SNY
+$6.27M

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
76
-15,000
77
-104,800
78
0
79
-22,000
80
-125,000
81
-30,000
82
-51,500
83
-14,500
84
-35,000
85
-50,000
86
-80,000
87
-125,000
88
-30,000