OIM

Oracle Investment Management Portfolio holdings

AUM $153M
1-Year Est. Return 42.86%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+42.86%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$106M
AUM Growth
+$4.46M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
29
New
Increased
Reduced
Closed

Top Buys

1
+$4.33M
2
+$2.25M
3
+$2.19M
4
WGS icon
GeneDx Holdings
WGS
+$778K
5
SGRY icon
Surgery Partners
SGRY
+$572K

Top Sells

1
+$2.54M
2
+$2.25M
3
+$2.01M
4
AGEN
Agenus
AGEN
+$1.54M
5
SWTX
SpringWorks Therapeutics
SWTX
+$1.12M

Sector Composition

1 Healthcare 98.48%
2 Energy 0.59%
3 Technology 0.53%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
– –
0
27
– –
0
28
– –
-43,500
29
– –
-2,522
1
2