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
$766M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.49M
3
+$1.48M
4
ZTS icon
Zoetis
ZTS
+$1.32M
5
WFC icon
Wells Fargo
WFC
+$831K

Top Sells

1
+$3.94M
2
+$3.27M
3
+$1.82M
4
GM icon
General Motors
GM
+$1.64M
5
RILY icon
B. Riley Financial
RILY
+$1.17M

Sector Composition

1 Technology 26.63%
2 Healthcare 19.24%
3 Communication Services 12.81%
4 Consumer Discretionary 11.44%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.72M 1.14%
222,258
-895
27
$8.72M 1.14%
229,000
+27
28
$8.65M 1.13%
133,905
+525
29
$8.29M 1.08%
138,324
+8,747
30
$8.12M 1.06%
103,690
+7,500
31
$7.99M 1.04%
165,700
-16,335
32
$7.43M 0.97%
95,605
33
$7.34M 0.96%
120,400
-260
34
$7.1M 0.93%
64,916
+1,275
35
$6.77M 0.88%
60,773
+100
36
$6.35M 0.83%
30,997
+1,700
37
$6.26M 0.82%
40,731
-2,825
38
$6.13M 0.8%
83,980
+9,045
39
$5.79M 0.76%
52,808
+450
40
$5.79M 0.75%
40,736
41
$5.78M 0.75%
71,355
-9,885
42
$5.78M 0.75%
107,156
43
$5.66M 0.74%
73,520
+2,500
44
$5.62M 0.73%
40,543
+10,769
45
$5.57M 0.73%
31,760
+132
46
$5.57M 0.73%
107,481
-525
47
$5.51M 0.72%
41,652
48
$5.45M 0.71%
149,655
-1,050
49
$5.35M 0.7%
47,695
+80
50
$5.3M 0.69%
29,502
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