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
$260M
AUM Growth
+$45.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
78
New
Increased
Reduced
Closed

Top Buys

1 +$6.83M
2 +$6.45M
3 +$5.27M
4
COR icon
Cencora
COR
+$4.9M
5
CI icon
Cigna
CI
+$4.25M

Top Sells

1 +$7.1M
2 +$6.51M
3 +$5.01M
4
SNN icon
Smith & Nephew
SNN
+$3.81M
5
UNH icon
UnitedHealth
UNH
+$3.54M

Sector Composition

1 Healthcare 93.84%
2 Energy 1.15%
3 Financials 0%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
76
0
77
-15,000