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
51
$5.02M 0.68%
27,816
-700
52
$4.99M 0.67%
30,774
+260
53
$4.96M 0.67%
25,903
-75
54
$4.83M 0.65%
83,197
-100
55
$4.8M 0.65%
47,615
+475
56
$4.38M 0.59%
29,774
-157
57
$4.37M 0.59%
55,850
+100
58
$4.23M 0.57%
58,931
-76
59
$4.17M 0.56%
51,865
-3,075
60
$3.99M 0.54%
65,298
+21
61
$3.97M 0.53%
45,547
62
$3.94M 0.53%
42,725
-11,495
63
$3.87M 0.52%
85,000
64
$3.85M 0.52%
313,205
+14,000
65
$3.53M 0.47%
70,356
+1,575
66
$3.3M 0.44%
103,643
-1,391
67
$3.27M 0.44%
10,395
-6,233
68
$3.17M 0.43%
11,697
-90
69
$3.13M 0.42%
30,255
-3,000
70
$2.98M 0.4%
9,430
-3,530
71
$2.97M 0.4%
26,872
-3,410
72
$2.91M 0.39%
27,990
73
$2.77M 0.37%
44,410
+3,175
74
$2.75M 0.37%
33,477
+1,230
75
$2.67M 0.36%
85,400
+5,975
1 2
3
4 5