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
126
$615K 0.04%
2,900
127
$610K 0.04%
822
-137
128
$569K 0.04%
5,700
129
$569K 0.04%
4,763
-156
130
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5,511
-5,508
131
$514K 0.04%
9,900
132
$492K 0.04%
1,185
133
$474K 0.03%
7,010
+4,770
134
$466K 0.03%
6,651
135
$466K 0.03%
5,484
136
$442K 0.03%
8,790
-8,793
137
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+11,072
138
$423K 0.03%
6,215
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139
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+7,909
140
$413K 0.03%
1,350
141
$409K 0.03%
3,450
142
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1,076
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143
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144
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145
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6,200
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146
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147
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3,415
148
$376K 0.03%
+5,425
149
$374K 0.03%
1,500
150
$366K 0.03%
2,400
4 5
6
7 8