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
$665M
AUM Growth
+$41M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$3.64M
2
+$2.88M
3
+$2.6M
4
WOOF
VCA Inc.
WOOF
+$2.16M
5
AGN
Allergan plc
AGN
+$2.09M

Top Sells

1
+$2.38M
2
+$2.15M
3
+$2.08M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.18M
5
DAL icon
Delta Air Lines
DAL
+$911K

Sector Composition

1 Technology 24.76%
2 Healthcare 22.03%
3 Communication Services 12.37%
4 Consumer Discretionary 10.56%
5 Industrials 8.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$33.4M 5.03%
260,770
-3,160
2
$32.1M 4.82%
1,134,204
+20,996
3
$19.2M 2.89%
333,767
+250
4
$18.6M 2.8%
223,926
-500
5
$17.1M 2.58%
426,420
+2,900
6
$16M 2.41%
145,490
-745
7
$15.3M 2.29%
392,440
+800
8
$12.9M 1.94%
109,528
9
$12.7M 1.91%
120,415
+34,445
10
$12.4M 1.87%
101,838
+600
11
$12M 1.8%
110,151
-988
12
$11.3M 1.7%
74,078
+275
13
$10.8M 1.62%
224,908
-600
14
$10.6M 1.59%
252,060
15
$10.5M 1.58%
81,726
16
$10.1M 1.52%
82,929
-60
17
$9.9M 1.49%
56,652
+115
18
$9.51M 1.43%
110,085
-350
19
$9.42M 1.42%
174,850
+1,225
20
$8.68M 1.3%
229,917
+3
21
$8.47M 1.27%
206,660
-3,240
22
$8.42M 1.27%
50,516
-625
23
$8.19M 1.23%
49,113
+427
24
$7.62M 1.15%
96,325
-128
25
$7.58M 1.14%
72,556
+235
1
2 3 4 5