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
151
$363K 0.03%
3,665
-100
152
$360K 0.03%
9,894
-493
153
$351K 0.03%
6,600
154
$345K 0.03%
15,119
+500
155
$335K 0.02%
1,600
156
$327K 0.02%
5,432
157
$319K 0.02%
4,403
+3
158
$297K 0.02%
+3,500
159
$292K 0.02%
2,800
160
$292K 0.02%
1,500
161
$283K 0.02%
1,180
+205
162
$259K 0.02%
4,754
-574
163
$257K 0.02%
1,850
-8,968
164
$251K 0.02%
1,040
165
$244K 0.02%
6,350
166
$243K 0.02%
720
167
$238K 0.02%
16,007
-300
168
$234K 0.02%
+1,050
169
$214K 0.02%
5,181
170
$214K 0.02%
2,785
171
$213K 0.02%
820
-51
172
$206K 0.02%
2,525
173
– –
-915
174
– –
-3,688
175
– –
-5,530
4 5 6
7
8