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
$269M
AUM Growth
-$23.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
94
New
Increased
Reduced
Closed

Top Buys

1
+$7.47M
2
+$6.8M
3
+$5.08M
4
BMY icon
Bristol-Myers Squibb
BMY
+$4.6M
5
JNJ icon
Johnson & Johnson
JNJ
+$4.19M

Top Sells

1
+$8.51M
2
+$6.74M
3
+$6.48M
4
AET
Aetna Inc
AET
+$6.31M
5
RVTY icon
Revvity
RVTY
+$6.21M

Sector Composition

1 Healthcare 92.84%
2 Financials 1.34%
3 Energy 1.14%
4 Industrials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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4