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
51
$5.19M 0.68%
30,899
+125
52
$5.07M 0.66%
97,751
-5,800
53
$4.88M 0.64%
101,011
+30,655
54
$4.87M 0.64%
26,403
+500
55
$4.57M 0.6%
83,197
56
$4.46M 0.58%
357,494
+44,289
57
$4.32M 0.56%
55,950
+100
58
$4.28M 0.56%
57,748
-12,885
59
$4.22M 0.55%
23,466
-4,350
60
$4.15M 0.54%
65,135
+20,725
61
$4.14M 0.54%
45,547
62
$4.04M 0.53%
66,084
+786
63
$3.9M 0.51%
85,000
64
$3.83M 0.5%
59,479
+548
65
$3.66M 0.48%
11,697
66
$3.46M 0.45%
42,540
-9,325
67
$3.37M 0.44%
30,330
+75
68
$3.25M 0.42%
27,990
69
$3.22M 0.42%
26,802
-70
70
$3.09M 0.4%
91,306
-12,337
71
$3M 0.39%
89,350
+3,950
72
$2.98M 0.39%
22,555
+14,940
73
$2.93M 0.38%
9,130
-300
74
$2.88M 0.38%
33,627
+150
75
$2.79M 0.36%
26,470
+1,485
1 2
3
4 5