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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
-4.68%
1 Year Est. Return
-20.15%
3 Year Est. Return
+97.4%
5 Year Est. Return
+328.26%
10 Year Est. Return
–
AUM
$200M
AUM Growth
+$22.4M
Cap. Flow
+$38.2M
Cap. Flow %
19.08%
Top 10 Hldgs %
100%
Holding
3
New
1
Increased
–
Reduced
–
Closed
–

Top Buys

1
OCUL icon
Ocular Therapeutix
OCUL
+$38.2M

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
$129M 64.27%
3,308,695
– –
OCUL icon
2
Ocular Therapeutix
OCUL
$2.16B
$38.7M 19.31%
+2,585,607
New +$38.2M
ASXC
3
DELISTED
Asensus Surgical, Inc.
ASXC
$32.9M 16.42%
580,515
– –

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