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
76
$2.76M 0.42%
16,145
-13,877
77
$2.6M 0.39%
+38,960
78
$2.43M 0.36%
30,247
+1,475
79
$2.4M 0.36%
24,915
+15,540
80
$2.4M 0.36%
44,504
-21,940
81
$2.37M 0.36%
45,595
-171
82
$2.25M 0.34%
27,990
83
$2.16M 0.32%
+30,855
84
$2.1M 0.32%
49,736
85
$2.05M 0.31%
28,270
-405
86
$2M 0.3%
41,904
-1,200
87
$1.95M 0.29%
24,320
-6,135
88
$1.91M 0.29%
45,075
89
$1.82M 0.27%
15,760
90
$1.7M 0.26%
20,010
-235
91
$1.68M 0.25%
17,240
+125
92
$1.64M 0.25%
+62,990
93
$1.64M 0.25%
19,790
+10,485
94
$1.58M 0.24%
15,575
+900
95
$1.54M 0.23%
40,931
96
$1.45M 0.22%
48,005
+21,090
97
$1.39M 0.21%
9,945
-30
98
$1.38M 0.21%
13,205
99
$1.31M 0.2%
54,410
-2,750
100
$1.25M 0.19%
+64,000
2 3
4
5 6