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
$1.14B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$7.19M
3
+$3.79M
4
ZTS icon
Zoetis
ZTS
+$2.56M
5
EW icon
Edwards Lifesciences
EW
+$2.34M

Top Sells

1
+$11.4M
2
+$8.47M
3
+$4.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$4.45M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 38.3%
2 Healthcare 16.52%
3 Communication Services 10.49%
4 Industrials 8.27%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$510K 0.04%
10,500
+250
127
$477K 0.04%
9,900
128
$440K 0.04%
1,350
129
$438K 0.04%
5,484
130
$431K 0.04%
3,050
+150
131
$421K 0.04%
6,651
132
$417K 0.04%
+7,627
133
$413K 0.04%
+7,610
134
$400K 0.04%
9,240
-4,220
135
$373K 0.03%
2,802
136
$355K 0.03%
1,185
137
$352K 0.03%
3,665
138
$345K 0.03%
1,160
-36
139
$344K 0.03%
3,500
+50
140
$336K 0.03%
1,500
141
$325K 0.03%
9,894
142
$323K 0.03%
5,600
-600
143
$314K 0.03%
4,405
+2
144
$312K 0.03%
2,400
145
$304K 0.03%
6,600
146
$297K 0.03%
4,900
-1,315
147
$294K 0.03%
15,119
148
$293K 0.03%
5,432
149
$292K 0.03%
444
-378
150
$292K 0.03%
1,600
4 5
6
7 8