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
126
$698K 0.09%
27,678
127
$693K 0.09%
2,867
128
$628K 0.08%
10,775
+175
129
$611K 0.08%
22,575
+2,850
130
$606K 0.08%
6,165
131
$605K 0.08%
+24,510
132
$598K 0.08%
5,360
133
$596K 0.08%
10,805
+5,280
134
$587K 0.08%
1,390
+35
135
$580K 0.08%
18,280
136
$573K 0.08%
4,000
137
$553K 0.07%
7,388
138
$552K 0.07%
8,655
+3,710
139
$548K 0.07%
4,630
-180
140
$545K 0.07%
4,805
141
$517K 0.07%
6,618
+3
142
$501K 0.07%
13,853
143
$500K 0.07%
7,200
144
$485K 0.07%
+19,980
145
$448K 0.06%
7,300
146
$446K 0.06%
7,180
+1,825
147
$426K 0.06%
4,915
148
$420K 0.06%
5,209
149
$407K 0.05%
3,350
150
$405K 0.05%
2,050
4 5
6
7 8