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
$493M
AUM Growth
+$6.51M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
86
New
Increased
Reduced
Closed

Top Buys

1
+$18.1M
2
+$14M
3
+$12.7M
4
BIIB icon
Biogen
BIIB
+$10.6M
5
CRSP icon
CRISPR Therapeutics
CRSP
+$10.1M

Top Sells

1
+$15.5M
2
+$15.2M
3
+$14.2M
4
ELV icon
Elevance Health
ELV
+$13.3M
5
DXCM icon
DexCom
DXCM
+$12.4M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
– –
-67,840
77
– –
-97,281
78
– –
-41,748
79
– –
-156,554
80
– –
-78,277
81
– –
-46,966
82
– –
-188,500
83
– –
-31,311
84
– –
-104,369
85
– –
-730,582
86
– –
-574,029
1 2 3
4