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
$350M
AUM Growth
+$13.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
88
New
Increased
Reduced
Closed

Top Buys

1
+$9.59M
2
+$9M
3
+$8.83M
4
ZBH icon
Zimmer Biomet
ZBH
+$8.8M
5
MRK icon
Merck
MRK
+$6.94M

Top Sells

1
+$8.76M
2
+$8.44M
3
+$8.37M
4
ABBV icon
AbbVie
ABBV
+$7.5M
5
COR icon
Cencora
COR
+$6.84M

Sector Composition

1 Healthcare 91.97%
2 Energy 3%
3 Industrials 0.97%
4 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-4,667
77
– –
-87,990
78
– –
-25,000
79
– –
-35,000
80
– –
-20,000
81
– –
-35,000
82
– –
-135,000
83
– –
-50,000
84
– –
-300,000
85
– –
-40,000
86
– –
-30,000
87
– –
-72,500
88
– –
-15,000
1 2 3
4