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
$766M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.49M
3
+$1.48M
4
ZTS icon
Zoetis
ZTS
+$1.32M
5
WFC icon
Wells Fargo
WFC
+$831K

Top Sells

1
+$3.94M
2
+$3.27M
3
+$1.82M
4
GM icon
General Motors
GM
+$1.64M
5
RILY icon
B. Riley Financial
RILY
+$1.17M

Sector Composition

1 Technology 26.63%
2 Healthcare 19.24%
3 Communication Services 12.81%
4 Consumer Discretionary 11.44%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$352K 0.05%
+5,095
152
$348K 0.05%
5,937
-107
153
$346K 0.05%
3,620
154
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+1
155
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156
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157
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12,245
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158
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159
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5,378
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160
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10,359
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161
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5,170
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162
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163
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164
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2,637
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165
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166
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167
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169
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170
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171
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173
$226K 0.03%
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174
$224K 0.03%
1,875
175
$221K 0.03%
+3,734
4 5 6
7
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