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
$903M
AUM Growth
-$228M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
109
New
Increased
Reduced
Closed

Top Buys

1
+$26.6M
2
+$26.1M
3
+$16.4M
4
BAX icon
Baxter International
BAX
+$16.3M
5
RDNT icon
RadNet
RDNT
+$14.8M

Top Sells

1
+$30.3M
2
+$29.6M
3
+$29.3M
4
ISRG icon
Intuitive Surgical
ISRG
+$20.9M
5
MRK icon
Merck
MRK
+$19.9M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
– –
-100,000
102
– –
-150,000
103
– –
-100,000
104
– –
-150,000
105
– –
-500,000
106
– –
0
107
– –
-1,050,000
108
– –
-350,000
109
– –
-350,000
1 2 3 4
5