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
151
$403K 0.05%
7,275
-400
152
$402K 0.05%
5,250
153
$398K 0.05%
10,160
-1,115
154
$394K 0.05%
6,044
155
$382K 0.05%
11,060
-7,290
156
$365K 0.05%
2,550
157
$355K 0.05%
6,580
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158
$352K 0.05%
4,700
159
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2,845
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160
$340K 0.05%
14,340
-25,770
161
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3,050
162
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163
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164
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165
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166
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167
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168
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169
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4,722
170
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4,390
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171
$284K 0.04%
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-25
172
$269K 0.04%
13,190
-2,670
173
$259K 0.03%
11,190
-16,625
174
$258K 0.03%
1,600
175
$254K 0.03%
6,800
5 6
7
8 9