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
76
$2.63M 0.34%
41,904
77
$2.62M 0.34%
41,029
+600
78
$2.59M 0.34%
22,365
+2,890
79
$2.56M 0.33%
88,680
80
$2.51M 0.33%
17,966
+5,654
81
$2.45M 0.32%
15,638
82
$2.44M 0.32%
45,739
-125
83
$2.27M 0.3%
103,633
+20,000
84
$2.19M 0.29%
15,500
85
$2.17M 0.28%
43,880
-1,597
86
$2.16M 0.28%
29,340
-100
87
$2.11M 0.28%
23,035
-100
88
$1.96M 0.26%
9,995
+50
89
$1.65M 0.21%
22,145
-49
90
$1.54M 0.2%
18,270
-150
91
$1.52M 0.2%
28,200
-2,300
92
$1.46M 0.19%
36,400
-300
93
$1.38M 0.18%
30,691
-950
94
$1.32M 0.17%
10,995
95
$1.29M 0.17%
10,387
96
$1.25M 0.16%
2,793
+1,403
97
$1.24M 0.16%
17,051
-5,394
98
$1.23M 0.16%
22,335
+15,060
99
$1.22M 0.16%
15,955
+1,640
100
$1.17M 0.15%
74,933
2 3
4
5 6