Pfm Health Sciences, LP Portfolio Holdings by Sector

Pfm Health Sciences, LP

Industry	Value	Buys	Sells	New Positions	Closed Positions	Options
Drug Manufacturers—General \| Healthcare LLY ABBV 2 stocks	$289,502 18.89% of portfolio	-	1	-	-	0 Calls 0 Puts
Biotechnology \| Healthcare VRTX AXSM ARGX NVO UTHR SRPT ERAS BBIO 32 stocks	$286,268 18.68% of portfolio	13	14	8	-	3 Calls 0 Puts
ETFs \| ETFs IEF XLV IJH RSP XBI KWEB IWM XLV 10 stocks	$262,021 17.1% of portfolio	10	-	10	-	3 Calls 2 Puts
Medical Devices \| Healthcare EW PEN EW DXCM SYK 5 stocks	$159,578 10.41% of portfolio	3	1	2	-	1 Calls 0 Puts
Healthcare Plans \| Healthcare UNH UNH HUM MOH OSCR CNC 6 stocks	$129,009 8.42% of portfolio	2	1	2	-	1 Calls 0 Puts
Medical Care Facilities \| Healthcare THC UHS HCA CMPS 4 stocks	$125,108 8.16% of portfolio	-	2	-	-	0 Calls 0 Puts
Diagnostics & Research \| Healthcare DHR ICLR IQV WAT TMO 5 stocks	$110,619 7.22% of portfolio	2	1	-	-	0 Calls 0 Puts
Medical Distribution \| Healthcare MCK CAH 2 stocks	$73,089 4.77% of portfolio	1	-	1	-	0 Calls 0 Puts
Medical Instruments & Supplies \| Healthcare ISRG 1 stocks	$48,580 3.17% of portfolio	-	1	-	-	0 Calls 0 Puts
Drug Manufacturers—Specialty & Generic \| Healthcare NBIX TEVA ITCI ALKS 4 stocks	$37,230 2.43% of portfolio	2	2	2	-	0 Calls 0 Puts
Health Information Services \| Healthcare VEEV 1 stocks	$11,644 0.76% of portfolio	1	-	-	-	0 Calls 0 Puts

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