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
176
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177
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179
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180
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-600
183
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-133,398
184
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185
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-2,000
186
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-13,600
187
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-25,615
188
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-2,140
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