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
$165M
AUM Growth
+$22.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

1
+$1

Top Sells

1
+$5.74M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$31.6M 19.12%
1,695,969
2
$30.6M 18.55%
1,719,576
3
$28.5M 17.28%
118,100
4
$28M 16.96%
449,951
-92,192
5
$20.1M 12.16%
1,824,542
6
$18.1M 10.94%
1,915,274
7
$3.33M 2.02%
10,383
8
$2.48M 1.5%
628,236
9
$1.69M 1.02%
47,628
10
$750K 0.45%
510,142
+1