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

Top Buys

1 +$16.2M
2 +$13.6M
3 +$13.3M
4
CAH icon
Cardinal Health
CAH
+$13.3M
5
NBIX icon
Neurocrine Biosciences
NBIX
+$9.56M

Top Sells

1 +$15.5M
2 +$15.5M
3 +$14.2M
4
ELV icon
Elevance Health
ELV
+$12.6M
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
-124,369
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