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
$179M
AUM Growth
-$82.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1 +$3.85M

Top Sells

1 +$11.9M

Sector Composition

1 Healthcare 97.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$62.9M 35.17%
3,489,533
2
$44.7M 25.02%
1,103,981
-293,275
3
$27.2M 15.2%
1,932,607
4
$23.1M 12.93%
47,628
5
$17.1M 9.54%
580,515
6
$3.85M 2.15%
+1,077,499