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
$1.14B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$7.19M
3
+$3.79M
4
ZTS icon
Zoetis
ZTS
+$2.56M
5
EW icon
Edwards Lifesciences
EW
+$2.34M

Top Sells

1
+$11.4M
2
+$8.47M
3
+$4.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$4.45M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 38.3%
2 Healthcare 16.52%
3 Communication Services 10.49%
4 Industrials 8.27%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.51M 0.22%
15,218
-3,503
77
$2.41M 0.21%
64,301
-1,000
78
$2.19M 0.19%
49,140
-6,425
79
$2.12M 0.19%
18,630
80
$2.11M 0.19%
67,667
+62,486
81
$2.04M 0.18%
1,164
82
$1.78M 0.16%
2,925
-1,267
83
$1.72M 0.15%
+14,950
84
$1.55M 0.14%
5,380
+2,715
85
$1.52M 0.13%
+32,273
86
$1.52M 0.13%
19,600
87
$1.51M 0.13%
6,125
-135
88
$1.46M 0.13%
23,235
89
$1.41M 0.12%
21,968
-200
90
$1.36M 0.12%
31,225
+10,580
91
$1.33M 0.12%
79,525
+52,025
92
$1.32M 0.12%
9,170
93
$1.3M 0.11%
5,790
94
$1.25M 0.11%
10,540
-380
95
$1.15M 0.1%
18,597
-150
96
$1.11M 0.1%
17,050
97
$1.1M 0.1%
16,590
-1,730
98
$1.05M 0.09%
20,741
-50
99
$1.05M 0.09%
7,430
+75
100
$1.01M 0.09%
7,325
-50
2 3
4
5 6