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
151
$405K 0.06%
5,450
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152
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5,360
153
$384K 0.06%
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154
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158
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161
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162
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163
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164
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173
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175
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2,572
4 5 6
7
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