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
$132M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7
New
Increased
Reduced
Closed

Top Buys

1
+$32.6M

Top Sells

No sells this quarter

Sector Composition

1 Healthcare 99.56%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$54.6M 41.39%
2,956,456
2
$32.6M 24.72%
+1,716,303
3
$17.4M 13.16%
2,579,490
4
$10.8M 8.18%
580,515
5
$9.92M 7.52%
1,605,207
6
$6.06M 4.59%
47,628
7
$574K 0.44%
1,275,779