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
$134M
AUM Growth
+$9.44M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 96.1%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63.5M 47.43%
3,489,533
2
$32.1M 23.96%
580,515
3
$18.7M 13.95%
1,932,607
4
$14.4M 10.76%
47,628
5
$4.08M 3.05%
888,132
6
$1.13M 0.85%
1,077,499