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
101
$1.31M 0.18%
50,010
+20,000
102
$1.3M 0.17%
10,995
103
$1.28M 0.17%
+14,315
104
$1.24M 0.17%
+74,933
105
$1.23M 0.17%
16,140
-4,751
106
$1.17M 0.16%
+62,790
107
$1.12M 0.15%
10,387
-300
108
$1.04M 0.14%
44,500
-2,000
109
$1.02M 0.14%
41,625
+18,665
110
$1.01M 0.14%
7,615
-390
111
$1M 0.13%
31,065
-300
112
$994K 0.13%
28,475
-75
113
$978K 0.13%
24,765
-125
114
$958K 0.13%
18,775
115
$943K 0.13%
11,007
116
$936K 0.13%
24,115
-17,800
117
$912K 0.12%
4,110
+75
118
$911K 0.12%
26,000
119
$845K 0.11%
16,800
120
$845K 0.11%
4,988
121
$828K 0.11%
11,170
122
$814K 0.11%
13,730
-100
123
$749K 0.1%
7,053
124
$743K 0.1%
8,825
125
$706K 0.09%
8,875
3 4
5
6 7