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
101
$1.14M 0.08%
14,507
+1,678
102
$1.11M 0.08%
18,747
-4,355
103
$1.08M 0.08%
24,930
-214
104
$1.06M 0.08%
20,791
-1,145
105
$1.05M 0.08%
4,728
-100
106
$1.05M 0.08%
8,650
-205
107
$960K 0.07%
13,460
-1,405
108
$956K 0.07%
7,355
-625
109
$896K 0.07%
14,797
-442
110
$880K 0.06%
10,097
111
$875K 0.06%
1,600
-50
112
$865K 0.06%
8,575
113
$851K 0.06%
2,665
+475
114
$840K 0.06%
3,987
-115
115
$835K 0.06%
1,195
116
$793K 0.06%
+7,404
117
$752K 0.05%
8,270
+400
118
$750K 0.05%
13,100
-3,700
119
$731K 0.05%
9,635
-500
120
$729K 0.05%
7,300
121
$722K 0.05%
5,300
-300
122
$683K 0.05%
27,500
+12,950
123
$647K 0.05%
5,115
-525
124
$645K 0.05%
10,250
125
$644K 0.05%
5,435
3 4
5
6 7