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
76
$3.22M 0.23%
64,851
+3,240
77
$3.2M 0.23%
4,192
-608
78
$3.07M 0.22%
18,568
+545
79
$2.86M 0.21%
65,310
-13,600
80
$2.73M 0.2%
1,164
81
$2.61M 0.19%
55,565
+15
82
$2.35M 0.17%
28,202
+16,676
83
$2.32M 0.17%
16,901
-1,379
84
$2.21M 0.16%
18,630
-650
85
$2.08M 0.15%
5,790
86
$1.96M 0.14%
+54,960
87
$1.8M 0.13%
+16,809
88
$1.73M 0.13%
+9,025
89
$1.72M 0.13%
22,168
-300
90
$1.66M 0.12%
19,600
91
$1.55M 0.11%
6,260
-30
92
$1.48M 0.11%
20,645
+3,810
93
$1.45M 0.11%
10,920
-1,170
94
$1.44M 0.11%
23,235
-225
95
$1.4M 0.1%
9,170
-700
96
$1.38M 0.1%
7,375
97
$1.36M 0.1%
18,320
+2,230
98
$1.31M 0.1%
17,050
99
$1.17M 0.08%
979
+41
100
$1.16M 0.08%
6,732
-15
2 3
4
5 6