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
$348M
AUM Growth
-$15.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
95
New
Increased
Reduced
Closed

Top Buys

1
+$12.6M
2
+$11.1M
3
+$9M
4
APLS icon
Apellis Pharmaceuticals
APLS
+$8.71M
5
LFST icon
Lifestance Health
LFST
+$6.74M

Top Sells

1
+$12.1M
2
+$11M
3
+$9.5M
4
SNY icon
Sanofi
SNY
+$9.22M
5
LHCG
LHC Group LLC
LHCG
+$8.41M

Sector Composition

1 Healthcare 97.71%
2 Energy 0%
3 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-70,000
77
– –
-70,000
78
– –
-125,000
79
– –
-35,000
80
– –
-17,000
81
– –
-16,920
82
– –
-50,000
83
– –
-10,000
84
– –
-3,750
85
– –
-90,000
86
– –
-175,000
87
– –
-20,000
88
– –
-5,000
89
– –
-25,000
90
– –
-100,000
91
– –
-40,000
92
– –
-42,000
93
– –
-150,000
94
– –
-225,000
95
– –
-45,000
1 2 3
4