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
126
$646K 0.1%
6,953
127
$616K 0.09%
21,740
-31,310
128
$613K 0.09%
6,665
-2,150
129
$610K 0.09%
+31,630
130
$590K 0.09%
+14,275
131
$578K 0.09%
15,620
-13,775
132
$574K 0.09%
2,652
-290
133
$549K 0.08%
8,575
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134
$539K 0.08%
11,000
135
$536K 0.08%
9,900
136
$521K 0.08%
13,185
+625
137
$518K 0.08%
25,100
+650
138
$514K 0.08%
4,000
139
$513K 0.08%
7,388
-2,357
140
$507K 0.08%
7,900
-57
141
$501K 0.08%
+15,855
142
$500K 0.08%
18,580
143
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144
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145
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8,434
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146
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28,450
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147
$477K 0.07%
6,607
+3
148
$461K 0.07%
7,700
149
$449K 0.07%
16,245
150
$447K 0.07%
6,150
4 5
6
7 8