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
$149M
AUM Growth
+$23.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
19
New
Increased
Reduced
Closed

Top Buys

1
+$7.71M
2
+$6.84M
3
+$3.98M
4
PLTR icon
Palantir
PLTR
+$58.2K
5
FORA icon
Forian
FORA
+$20.7K

Top Sells

1
+$7.49M
2
+$3.68M
3
+$1.56M
4
PACB icon
Pacific Biosciences
PACB
+$875K
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 52.82%
1,023,468
-22,300
2
$31.8M 21.36%
851,770
+146,520
3
$10.6M 7.11%
2,089,431
+720,231
4
$9.2M 6.18%
254,773
+220,573
5
$5.27M 3.54%
118,291
6
$4.03M 2.7%
535,558
7
$2.81M 1.89%
1,366,107
+10,000
8
$2.16M 1.45%
28,500
+1,000
9
$2.1M 1.41%
18,600
10
$1.18M 0.79%
145,064
-604,423
11
$512K 0.34%
279,638
-448,239
12
$369K 0.25%
2,412
13
$242K 0.16%
32,500
14
– –
0
15
– –
0
16
– –
0
17
– –
0
18
– –
-134,500
19
– –
-1,446