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
$144M
AUM Growth
+$24.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
10
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$2.63M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.1M 20.91%
1,915,274
2
$26.9M 18.64%
449,951
3
$23M 15.96%
1,695,969
4
$21.6M 14.96%
103,010
5
$20.8M 14.43%
1,719,576
6
$14.2M 9.82%
1,824,542
7
$2.9M 2.01%
10,383
8
$2.6M 1.8%
312,068
-316,168
9
$1.84M 1.27%
47,628
10
$276K 0.19%
510,142