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
$1.37B
AUM Growth
-$185M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
188
New
Increased
Reduced
Closed

Top Buys

1
+$15.5M
2
+$3.96M
3
+$3.76M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.36M
5
BRK.B icon
Berkshire Hathaway Class B
BRK.B
+$2.9M

Top Sells

1
+$21.7M
2
+$14.2M
3
+$3.77M
4
IFF icon
International Flavors & Fragrances
IFF
+$3.38M
5
AAPL icon
Apple
AAPL
+$3.15M

Sector Composition

1 Technology 40.03%
2 Healthcare 13.76%
3 Communication Services 11.57%
4 Industrials 7.7%
5 Consumer Discretionary 6.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$16.6M 1.21%
73,022
+1,366
27
$14.4M 1.05%
76,498
+3,305
28
$14.3M 1.04%
121,675
-1,825
29
$14.1M 1.03%
79,747
+320
30
$13.8M 1%
77,624
-1,125
31
$12.7M 0.93%
44,506
-4,040
32
$12.7M 0.92%
175,664
-1,200
33
$12.5M 0.91%
77,311
-820
34
$12M 0.87%
89,055
-1,245
35
$11.4M 0.83%
53,370
+1,050
36
$11.4M 0.83%
727,760
-149,500
37
$11M 0.8%
298,978
-1,550
38
$10.9M 0.8%
83,783
-1,055
39
$10.6M 0.78%
38,927
+103
40
$10.6M 0.77%
190,290
+5,925
41
$10.6M 0.77%
39,672
-275
42
$10.2M 0.74%
77,400
-25,740
43
$9M 0.66%
37,232
-371
44
$8.9M 0.65%
245,138
-53,476
45
$8.84M 0.64%
65,201
-1,020
46
$8.73M 0.64%
38,440
+310
47
$8.54M 0.62%
38,491
-185
48
$8.52M 0.62%
28,225
49
$8.34M 0.61%
29,233
-300
50
$7.91M 0.58%
15,327
-100
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