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
$154M
AUM Growth
+$4.66M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
20
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$5.72M
3
+$1.69M
4
RXRX icon
Recursion Pharmaceuticals
RXRX
+$875K
5
PLTR icon
Palantir
PLTR
+$87.8K

Top Sells

1
+$6.55M
2
+$4.64M
3
+$4.03M
4
PHAT icon
Phathom Pharmaceuticals
PHAT
+$1.18M
5
PACB icon
Pacific Biosciences
PACB
+$512K

Sector Composition

1 Healthcare 97.33%
2 Technology 1.62%
3 Consumer Discretionary 1.05%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$85.9M 55.93%
969,954
-53,514
2
$23.4M 15.27%
531,351
+276,578
3
$16M 10.42%
665,945
-185,825
4
$11.8M 7.69%
2,404,438
+315,007
5
$4.5M 2.93%
+565,900
6
$4.14M 2.69%
118,291
7
$2.73M 1.78%
1,366,107
8
$2.49M 1.62%
29,500
+1,000
9
$1.61M 1.05%
18,600
10
$635K 0.41%
+120,000
11
$330K 0.21%
2,412
12
– –
0
13
– –
0
14
– –
0
15
– –
0
16
– –
-145,064
17
– –
-279,638
18
– –
0
19
– –
-32,500
20
– –
-535,558