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
101
$1.17M 0.15%
46,267
+26,287
102
$1.15M 0.15%
31,240
+175
103
$1.09M 0.14%
28,475
104
$1.03M 0.13%
44,500
105
$1.03M 0.13%
24,765
106
$1.01M 0.13%
18,775
107
$991K 0.13%
24,090
-25
108
$986K 0.13%
13,765
-2,375
109
$975K 0.13%
4,110
110
$953K 0.12%
26,000
111
$940K 0.12%
5,128
+140
112
$881K 0.11%
13,730
113
$879K 0.11%
7,584
-8,358
114
$863K 0.11%
11,122
+115
115
$814K 0.11%
11,170
116
$807K 0.11%
8,925
+100
117
$771K 0.1%
16,225
-575
118
$729K 0.1%
27,978
+300
119
$720K 0.09%
2,867
120
$705K 0.09%
7,153
+100
121
$682K 0.09%
8,875
122
$674K 0.09%
4,000
123
$636K 0.08%
30,010
-20,000
124
$635K 0.08%
7,975
-12,665
125
$632K 0.08%
5,360
3 4
5
6 7