OIM

Oracle Investment Management Portfolio holdings

AUM $116M
1-Year Est. Return 84.31%
This Quarter Est. Return
1 Year Est. Return
+84.31%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$149M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$7.97M
2
+$5.47M
3
+$3.65M
4
PLTR icon
Palantir
PLTR
+$75.6K
5
FORA icon
Forian
FORA
+$20.6K

Top Sells

1
+$4.91M
2
+$3.68M
3
+$1.71M
4
PACB icon
Pacific Biosciences
PACB
+$820K
5
BDSX icon
Biodesix
BDSX
+$51.5K

Sector Composition

1 Healthcare 97.14%
2 Technology 1.45%
3 Consumer Discretionary 1.41%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.7M 42.83%
1,023,468
-22,300
2
$31.8M 17.32%
851,770
+146,520
3
$10.6M 5.77%
2,089,431
+720,231
4
$9.2M 5.01%
254,773
+220,573
5
$5.27M 2.87%
118,291
6
$4.03M 2.19%
535,558
7
$2.81M 1.53%
1,366,107
+10,000
8
$2.16M 1.17%
28,500
+1,000
9
$2.1M 1.14%
18,600
10
$1.18M 0.64%
145,064
-604,423
11
$512K 0.28%
279,638
-448,239
12
$369K 0.2%
2,412
13
$242K 0.13%
32,500
14
– –
-28,916
15
– –
-134,500
16
– –
0
17
– –
0
18
– –
0
19
– –
0