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SHI

SV Health Investors Portfolio holdings

AUM $32.3M
1-Year Est. Return 20.15%
This Fund
S&P 500
This Quarter Est. Return
+20.17%
1 Year Est. Return
-20.15%
3 Year Est. Return
+97.4%
5 Year Est. Return
+328.26%
10 Year Est. Return
–
AUM
$178M
AUM Growth
–
Cap. Flow
+$155M
Cap. Flow %
87.03%
Top 10 Hldgs %
100%
Holding
2
New
2
Increased
–
Reduced
–
Closed
–

Top Buys

1
ISEE
IVERIC bio, Inc. Common Stock
ISEE
+$121M
2
ASXC
Asensus Surgical, Inc.
ASXC
+$33.5M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
ISEE
1
DELISTED
IVERIC bio, Inc. Common Stock
ISEE
$140M 78.64%
+3,308,695
New +$121M
ASXC
2
DELISTED
Asensus Surgical, Inc.
ASXC
$38M 21.36%
+580,515
New +$33.5M

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