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
$197M
AUM Growth
+$53.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
11
New
Increased
Reduced
Closed

Top Buys

1
+$57.8M

Top Sells

1
+$2.6M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$57.8M 29.27%
+97,467
2
$36.5M 18.49%
1,915,274
3
$23.1M 11.69%
449,951
4
$21.6M 10.97%
1,719,576
5
$19.9M 10.08%
1,695,969
6
$18.3M 9.29%
1,824,542
7
$16.1M 8.15%
103,010
8
$2.11M 1.07%
10,383
9
$1.77M 0.9%
47,628
10
$177K 0.09%
510,142
11
– –
-312,068