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
$124M
AUM Growth
-$54.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$4.62M

Top Sells

1
+$44.7M

Sector Composition

1 Healthcare 95.12%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$58.8M 47.3%
3,489,533
2
$22.7M 18.22%
47,628
3
$18.7M 15.05%
580,515
4
$18.1M 14.56%
1,932,607
5
$4.62M 3.71%
+888,132
6
$1.46M 1.17%
1,077,499
7
– –
-1,103,981