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
51
$4.5M 0.68%
30,524
+30
52
$4.49M 0.67%
55,702
+150
53
$4.45M 0.67%
27,416
-350
54
$4.1M 0.62%
45,647
55
$4.08M 0.61%
42,002
56
$4.02M 0.6%
87,335
-3,700
57
$3.95M 0.59%
30,844
+90
58
$3.86M 0.58%
64,884
+105
59
$3.67M 0.55%
57,585
+45,202
60
$3.66M 0.55%
57,299
+969
61
$3.57M 0.54%
11,414
+215
62
$3.46M 0.52%
52,989
+1,565
63
$3.45M 0.52%
47,665
64
$3.44M 0.52%
107,159
-1,313
65
$3.42M 0.51%
31,282
-150
66
$3.27M 0.49%
38,745
+380
67
$3.19M 0.48%
42,180
-1,425
68
$3.17M 0.48%
85,000
69
$3.07M 0.46%
21,597
+1,157
70
$3.02M 0.45%
294,694
+3,053
71
$3.02M 0.45%
45,640
-4,755
72
$2.95M 0.44%
13,160
73
$2.95M 0.44%
92,880
-250
74
$2.93M 0.44%
82,345
-58,435
75
$2.84M 0.43%
72,246
-960
1 2
3
4 5