SGH

Sivik Global Healthcare Portfolio holdings

AUM $205M
1-Year Est. Return 28.16%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+28.16%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$275M
AUM Growth
+$35.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
55
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.97M
3
+$5.88M
4
BAX icon
Baxter International
BAX
+$5.29M
5
AVTR icon
Avantor
AVTR
+$5.09M

Top Sells

1
+$6.88M
2
+$6.59M
3
+$6.29M
4
ZBH icon
Zimmer Biomet
ZBH
+$6.08M
5
DVA icon
DaVita
DVA
+$4.71M

Sector Composition

1 Healthcare 89.65%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
– –
-80,000
52
– –
-51,868
53
– –
-90,000
54
– –
-50,000
1 2
3