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
$1.14B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$7.19M
3
+$3.79M
4
ZTS icon
Zoetis
ZTS
+$2.56M
5
EW icon
Edwards Lifesciences
EW
+$2.34M

Top Sells

1
+$11.4M
2
+$8.47M
3
+$4.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$4.45M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 38.3%
2 Healthcare 16.52%
3 Communication Services 10.49%
4 Industrials 8.27%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 1.22%
146,240
+24,565
27
$13.3M 1.17%
168,479
-30,456
28
$12.7M 1.12%
56,067
-20,740
29
$12M 1.06%
78,277
-1,470
30
$11.9M 1.05%
170,290
-2,985
31
$11.8M 1.04%
76,861
-450
32
$11.6M 1.02%
762,230
-14,480
33
$11M 0.97%
349,353
+50,375
34
$10.5M 0.92%
89,238
+5,455
35
$10.4M 0.91%
42,572
+5,340
36
$10.2M 0.9%
175,264
-400
37
$10.1M 0.89%
58,780
+5,410
38
$10M 0.88%
35,668
+25,668
39
$9.47M 0.83%
44,412
+5,485
40
$9.32M 0.82%
218,665
+28,375
41
$9.17M 0.81%
279,863
+34,725
42
$9.1M 0.8%
89,055
43
$8.82M 0.78%
96,799
+16,575
44
$7.92M 0.7%
39,827
+155
45
$7.72M 0.68%
34,366
+8,398
46
$7.57M 0.67%
38,456
-35
47
$7.27M 0.64%
291,290
+90,080
48
$7.25M 0.64%
85,724
+23,921
49
$7.04M 0.62%
15,502
+175
50
$6.72M 0.59%
20,309
-365
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