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
151
$286K 0.03%
5,511
152
$271K 0.02%
13,250
-41,710
153
$268K 0.02%
6,405
+980
154
$265K 0.02%
8,480
+1,470
155
$261K 0.02%
1,850
156
$261K 0.02%
1,500
157
$258K 0.02%
1,050
158
$250K 0.02%
3,415
159
$235K 0.02%
2,571
-2,192
160
$229K 0.02%
4,376
-378
161
$229K 0.02%
2,800
162
$223K 0.02%
3,500
163
$177K 0.02%
13,007
-3,000
164
$82K 0.01%
+12,100
165
$48K ﹤0.01%
+2,193
166
– –
-9,025
167
– –
-820
168
– –
-720
169
– –
-1,076
170
– –
-2,525
171
– –
-4,729
172
– –
-8,790
173
– –
-2,785
174
– –
-11,072
175
– –
-65,310
4 5 6
7
8