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
$90.5M
AUM Growth
-$28.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1 +$7.36M

Sector Composition

1 Healthcare 98.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
1
$40.8M 45.06%
2,956,456
-533,077
2
$20.1M 22.25%
2,579,490
3
$14.9M 16.45%
1,605,207
4
$9.13M 10.08%
580,515
5
$4.57M 5.05%
47,628
6
$995K 1.1%
1,275,779