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
$743M
AUM Growth
+$32.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$1.64M
2
+$1.5M
3
+$1.47M
4
ALK icon
Alaska Air
ALK
+$1.28M
5
FRPT icon
Freshpet
FRPT
+$1.24M

Top Sells

1
+$1.96M
2
+$1.28M
3
+$1.27M
4
BCR
CR Bard Inc.
BCR
+$1.12M
5
WOOF
VCA Inc.
WOOF
+$1.06M

Sector Composition

1 Technology 24.95%
2 Healthcare 20.12%
3 Communication Services 12.53%
4 Consumer Discretionary 11.88%
5 Industrials 10.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.48M 1.14%
95,605
-1,150
27
$8.31M 1.12%
108,073
+315
28
$7.96M 1.07%
223,153
-1,050
29
$7.73M 1.04%
228,973
-248
30
$7.4M 0.99%
102,006
-200
31
$7.38M 0.99%
129,577
+3,065
32
$7.19M 0.97%
120,660
+2,610
33
$7.17M 0.96%
43,556
-325
34
$7.12M 0.96%
29,297
-2,265
35
$7.06M 0.95%
96,190
+1,085
36
$7.01M 0.94%
60,673
-250
37
$6.52M 0.88%
63,641
+640
38
$6.11M 0.82%
103,551
+200
39
$5.96M 0.8%
108,006
-100
40
$5.94M 0.8%
150,705
-150
41
$5.86M 0.79%
70,633
-290
42
$5.75M 0.77%
81,240
-6,125
43
$5.65M 0.76%
40,736
-45
44
$5.51M 0.74%
31,628
+48
45
$5.48M 0.74%
52,358
+170
46
$5.42M 0.73%
29,502
-150
47
$5.39M 0.72%
107,156
-1,300
48
$5.31M 0.71%
71,020
+112
49
$5.19M 0.7%
74,935
+2,130
50
$5.07M 0.68%
41,652
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