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
$99M
AUM Growth
-$34.8M
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 94%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$63.8M 64.37%
3,489,533
2
$10.6M 10.68%
47,628
3
$9.57M 9.66%
1,932,607
4
$9.21M 9.3%
580,515
5
$4.77M 4.82%
888,132
6
$1.17M 1.19%
1,077,499