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
51
$7.1M 0.52%
20,116
+8,220
52
$6.75M 0.49%
25,968
+14,477
53
$6.58M 0.48%
80,224
-8,342
54
$6.43M 0.47%
17,997
-325
55
$6.42M 0.47%
20,674
-150
56
$5.98M 0.44%
201,210
+133,260
57
$5.85M 0.43%
19,535
58
$5.84M 0.43%
34,911
-30
59
$5.59M 0.41%
9,463
+5,684
60
$5.42M 0.4%
61,803
-4,970
61
$5.29M 0.39%
52,238
-1,175
62
$5.15M 0.38%
46,416
-565
63
$5.07M 0.37%
61,327
-1,200
64
$4.85M 0.35%
9,510
65
$4.59M 0.33%
38,791
-3,580
66
$4.27M 0.31%
20,807
-920
67
$3.98M 0.29%
18,721
-605
68
$3.93M 0.29%
31,565
-3,701
69
$3.91M 0.28%
47,835
-600
70
$3.63M 0.26%
10,000
-39,232
71
$3.59M 0.26%
15,587
-523
72
$3.43M 0.25%
46,927
-8,839
73
$3.31M 0.24%
16,350
+3,690
74
$3.29M 0.24%
63,643
-7,200
75
$3.24M 0.24%
65,301
-1,305
1 2
3
4 5