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
76
$2.54M 0.34%
41,904
77
$2.43M 0.33%
73,090
-4,045
78
$2.4M 0.32%
15,638
-15
79
$2.34M 0.31%
24,985
+5,330
80
$2.25M 0.3%
40,429
+455
81
$2.23M 0.3%
45,864
82
$2.19M 0.29%
83,633
83
$2.17M 0.29%
23,135
-450
84
$2.17M 0.29%
29,440
-2,490
85
$2.12M 0.29%
19,475
+1,580
86
$2.08M 0.28%
88,680
87
$2.06M 0.28%
15,942
-5,511
88
$2.03M 0.27%
45,477
-547
89
$1.88M 0.25%
15,500
90
$1.84M 0.25%
9,945
91
$1.82M 0.24%
28,090
-7,930
92
$1.8M 0.24%
20,640
-5,510
93
$1.66M 0.22%
30,500
94
$1.64M 0.22%
+47,050
95
$1.57M 0.21%
12,312
+247
96
$1.56M 0.21%
18,420
-135
97
$1.5M 0.2%
+22,445
98
$1.47M 0.2%
+22,194
99
$1.45M 0.19%
36,700
-550
100
$1.42M 0.19%
31,641
-950
2 3
4
5 6