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
$766M
AUM Growth
+$23M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$1.97M
2
+$1.49M
3
+$1.48M
4
ZTS icon
Zoetis
ZTS
+$1.32M
5
WFC icon
Wells Fargo
WFC
+$831K

Top Sells

1
+$3.94M
2
+$3.27M
3
+$1.82M
4
GM icon
General Motors
GM
+$1.64M
5
RILY icon
B. Riley Financial
RILY
+$1.17M

Sector Composition

1 Technology 26.63%
2 Healthcare 19.24%
3 Communication Services 12.81%
4 Consumer Discretionary 11.44%
5 Industrials 9.85%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$43.3M 5.65%
253,458
-62
2
$42.5M 5.54%
1,101,756
+5,036
3
$24.7M 3.23%
332,017
4
$22M 2.86%
225,601
+250
5
$20.9M 2.72%
428,820
-4,220
6
$20.4M 2.67%
143,775
-80
7
$19.6M 2.55%
113,375
+225
8
$18.7M 2.44%
390,160
+600
9
$16.1M 2.1%
108,181
+60
10
$15.4M 2.01%
320,520
+16,980
11
$14.2M 1.85%
109,174
+200
12
$13.9M 1.82%
103,076
-77
13
$13.3M 1.74%
81,376
+75
14
$13.2M 1.72%
205,950
+165
15
$12.9M 1.69%
57,347
+890
16
$12.2M 1.59%
74,298
+340
17
$12M 1.56%
174,450
+225
18
$10.9M 1.42%
224,930
+225
19
$10.9M 1.42%
84,439
-50
20
$10.5M 1.37%
72,256
+75
21
$9.96M 1.3%
92,245
-10
22
$9.73M 1.27%
108,598
+525
23
$9.35M 1.22%
5,108
+21
24
$9.31M 1.21%
49,943
+75
25
$9.07M 1.18%
102,081
+75
1
2 3 4 5