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
101
$1.24M 0.19%
+28,875
102
$1.19M 0.18%
16,655
-30,200
103
$1.14M 0.17%
11,120
+100
104
$1.04M 0.16%
88,830
-25
105
$1M 0.15%
11,223
+125
106
$995K 0.15%
30,245
-5,475
107
$975K 0.15%
10,987
108
$970K 0.15%
18,580
109
$966K 0.15%
61,757
-997
110
$957K 0.14%
32,190
+2,825
111
$930K 0.14%
+13,035
112
$903K 0.14%
18,775
113
$873K 0.13%
11,770
-50
114
$837K 0.13%
28,025
+690
115
$832K 0.13%
27,200
-1,204
116
$783K 0.12%
5,418
117
$778K 0.12%
11,459
118
$753K 0.11%
15,030
-15,225
119
$719K 0.11%
+13,129
120
$702K 0.11%
14,905
-100
121
$694K 0.1%
18,950
-10,750
122
$691K 0.1%
+18,360
123
$668K 0.1%
4,145
+485
124
$666K 0.1%
27,687
125
$659K 0.1%
4,860
+295
3 4
5
6 7