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
$290M
AUM Growth
-$8.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
61
New
Increased
Reduced
Closed

Top Buys

1
+$9.97M
2
+$8.57M
3
+$6.22M
4
BDX icon
Becton Dickinson
BDX
+$6.15M
5
HCA icon
HCA Healthcare
HCA
+$6.07M

Top Sells

1
+$13.5M
2
+$11M
3
+$9.69M
4
ZBH icon
Zimmer Biomet
ZBH
+$9.65M
5
BIIB icon
Biogen
BIIB
+$6.92M

Sector Composition

1 Healthcare 99.19%
2 Energy 0.81%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
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52
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0
53
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-25,000
54
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-75,000
55
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-20,000
56
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-100,000
57
– –
-61,800
58
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-15,000
59
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-1,089
60
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-30,000
61
– –
-35,000
1 2
3