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
$486M
AUM Growth
+$102M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1 +$23.7M
2 +$17.5M
3 +$16.9M
4
MCK icon
McKesson
MCK
+$13.6M
5
DXCM icon
DexCom
DXCM
+$12.4M

Top Sells

1 +$15.5M
2 +$13.3M
3 +$9.83M
4
AMED
Amedisys
AMED
+$6.89M
5
CI icon
Cigna
CI
+$5.99M

Sector Composition

1 Healthcare 97.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
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77
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78
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80
-300,000
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-8,000
84
-119,000
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86
-30,000