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
176
$243K 0.03%
+5,105
177
$240K 0.03%
5,575
178
$231K 0.03%
+7,703
179
$229K 0.03%
5,894
180
$226K 0.03%
4,720
+3
181
$223K 0.03%
+1,500
182
$219K 0.03%
+1,875
183
$219K 0.03%
+2,400
184
$217K 0.03%
6,705
185
$213K 0.03%
3,339
-1,141
186
$206K 0.03%
+6,805
187
$66K 0.01%
+1,205
188
$30K ﹤0.01%
47
+4
189
$21K ﹤0.01%
14,840
190
– –
-9,845
191
– –
-27,600
192
– –
-8,800
193
– –
-3,230
194
– –
-13,679
195
– –
-11,325
196
– –
-17,160
197
– –
-15,000
198
– –
-6,430
199
– –
-4,350
200
– –
-18,580
5 6 7
8
9