IHL

Investment House LLC Portfolio holdings

AUM $1.98B
1-Year Est. Return 20.44%
This Quarter Est. Return
1 Year Est. Return
+20.44%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$665M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.88M
3
+$2.6M
4
WOOF
VCA Inc.
WOOF
+$2.16M
5
AGN
Allergan plc
AGN
+$2.09M

Top Sells

1
+$2.38M
2
+$2.15M
3
+$2.08M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.18M
5
DAL icon
Delta Air Lines
DAL
+$911K

Sector Composition

1 Technology 24.76%
2 Healthcare 22.03%
3 Communication Services 12.37%
4 Consumer Discretionary 10.56%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.53M 1.13%
107,358
+675
27
$7.49M 1.12%
89,810
+900
28
$7.42M 1.12%
108,381
+525
29
$7.37M 1.11%
127,351
+360
30
$7.18M 1.08%
4,877
+8
31
$6.69M 1.01%
61,543
32
$6.58M 0.99%
167,270
-23,140
33
$6.52M 0.98%
228,301
-300
34
$6.5M 0.98%
133,080
+16,350
35
$6.49M 0.98%
28,866
-825
36
$6.47M 0.97%
102,556
-105
37
$6.37M 0.96%
118,730
+1,720
38
$6.16M 0.93%
153,180
-2,250
39
$5.98M 0.9%
70,363
+710
40
$5.93M 0.89%
73,297
41
$5.92M 0.89%
25,683
+9,095
42
$5.68M 0.85%
107,976
-2,100
43
$5.58M 0.84%
62,675
+1,160
44
$5.52M 0.83%
62,626
+730
45
$5.38M 0.81%
109,856
46
$5.1M 0.77%
72,108
+139
47
$4.79M 0.72%
41,181
+355
48
$4.74M 0.71%
29,902
-100
49
$4.71M 0.71%
51,568
+205
50
$4.54M 0.68%
29,916
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