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
$119M
AUM Growth
-$11.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$18.2M

Top Sells

1
+$7.97M
2
+$2.74M

Sector Composition

1 Healthcare 99.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$66.2M 55.74%
3,489,533
2
$18.2M 15.36%
+2,579,490
3
$13.4M 11.31%
1,605,207
-327,400
4
$10.3M 8.69%
47,628
5
$9.81M 8.26%
580,515
6
$765K 0.64%
1,275,779
7
– –
-888,132