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
$130M
AUM Growth
+$31.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

1
+$186K

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 92.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$77.4M 59.45%
3,489,533
2
$17.6M 13.52%
47,628
3
$13.3M 10.2%
1,932,607
4
$12.8M 9.8%
580,515
5
$7.97M 6.12%
888,132
6
$1.2M 0.92%
1,275,779
+198,280