SHI

SV Health Investors Portfolio holdings

AUM $32.3M
1-Year Est. Return 20.15%
This Quarter Est. Return
1 Year Est. Return
-20.15%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$261M
AUM Growth
-$41.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
5
New
Increased
Reduced
Closed

Top Buys

1
+$34.9M

Top Sells

1
+$34.1M
2
+$13.7M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$90.3M 34.56%
3,489,533
2
$72.7M 27.85%
1,397,256
-655,887
3
$40.6M 15.56%
1,932,607
-653,000
4
$34.9M 13.36%
+47,628
5
$22.6M 8.67%
580,515