SGH

Sivik Global Healthcare Portfolio holdings

AUM $224M
1-Year Est. Return 5.3%
This Quarter Est. Return
1 Year Est. Return
+5.3%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$271M
AUM Growth
+$85.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
68
New
Increased
Reduced
Closed

Top Sells

1 +$7.6M
2 +$6.97M
3 +$5.38M
4
ZBH icon
Zimmer Biomet
ZBH
+$2.07M
5
ISRG icon
Intuitive Surgical
ISRG
+$2M

Sector Composition

1 Healthcare 92.98%
2 Energy 1.43%
3 Utilities 0.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
51
$1.79M 0.66%
15,000
-5,000
52
$1.73M 0.64%
+20,000
53
$1.69M 0.62%
25,000
+10,000
54
$1.59M 0.59%
10,000
55
$1.55M 0.57%
+40,000
56
$1.49M 0.55%
50,000
+20,000
57
$1.29M 0.47%
+365,700
58
$732K 0.27%
+10,000
59
-40,000
60
-10,000
61
-5,000
62
-15,000
63
-25,000
64
-28,000
65
-75,000
66
-20,600
67
-10,000