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
$230M
AUM Growth
-$37.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8
New
Increased
Reduced
Closed

Top Buys

No buys this quarter

Top Sells

1
+$3.49M

Sector Composition

1 Healthcare 100%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$79.8M 34.77%
2,911,677
2
$58.1M 25.33%
1,915,274
3
$37.6M 16.37%
1,694,017
4
$33.9M 14.78%
1,824,542
5
$16.5M 7.18%
449,951
6
$2.02M 0.88%
10,383
7
$1.62M 0.7%
510,142
8
– –
-22,920