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
$218M
AUM Growth
+$84.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
9
New
Increased
Reduced
Closed

Top Buys

1
+$78.1M
2
+$346K

Top Sells

1
+$3.26M
2
+$2.43M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$78.1M 35.88%
+228,002
2
$67.5M 31.01%
1,716,303
3
$32.9M 15.11%
580,515
4
$20.9M 9.62%
2,579,490
5
$8.41M 3.86%
1,245,270
-359,937
6
$6.79M 3.12%
10,383
7
$2.74M 1.26%
47,628
8
$346K 0.16%
+150,064
9
– –
-1,072