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
1
$39.5M 5.31%
1,096,720
+8,136
2
$38.3M 5.14%
253,520
-1,550
3
$22.9M 3.08%
332,017
+150
4
$20.2M 2.71%
225,351
+2,940
5
$20.1M 2.71%
433,040
-8,160
6
$19.1M 2.57%
143,855
+280
7
$17.7M 2.38%
389,560
-3,900
8
$15.9M 2.14%
113,150
-9,040
9
$15.3M 2.06%
108,121
-240
10
$14.7M 1.97%
303,540
-16,700
11
$14.4M 1.94%
108,974
+75
12
$12.8M 1.71%
103,153
+1,690
13
$12.5M 1.68%
81,301
14
$12.3M 1.65%
56,457
+705
15
$11.8M 1.59%
73,958
+505
16
$11.7M 1.57%
224,705
+50
17
$11.5M 1.54%
174,225
+475
18
$11.2M 1.51%
84,489
+1,100
19
$11M 1.48%
205,785
+100
20
$9.78M 1.31%
182,035
+15,860
21
$9.52M 1.28%
5,087
+20
22
$9.37M 1.26%
72,181
+15
23
$9.33M 1.25%
92,255
+25
24
$8.75M 1.18%
133,380
25
$8.59M 1.15%
49,868
+30
1
2 3 4 5