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
$1.14B
AUM Growth
-$236M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$16.3M
2
+$7.19M
3
+$3.79M
4
ZTS icon
Zoetis
ZTS
+$2.56M
5
EW icon
Edwards Lifesciences
EW
+$2.34M

Top Sells

1
+$11.4M
2
+$8.47M
3
+$4.7M
4
IFF icon
International Flavors & Fragrances
IFF
+$4.45M
5
AMZN icon
Amazon
AMZN
+$3.73M

Sector Composition

1 Technology 38.3%
2 Healthcare 16.52%
3 Communication Services 10.49%
4 Industrials 8.27%
5 Consumer Staples 6.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.7M 8.69%
721,800
-61,932
2
$52M 4.58%
202,492
+2,667
3
$45.3M 3.99%
119,969
+43,104
4
$41.9M 3.69%
108,700
-4,399
5
$38M 3.35%
348,580
+5,920
6
$37.4M 3.29%
102,082
+1,142
7
$35.4M 3.12%
324,020
+5,560
8
$33.3M 2.93%
69,521
+128
9
$29.7M 2.62%
279,780
-35,140
10
$28.7M 2.52%
177,725
-22,861
11
$26.5M 2.33%
95,363
-862
12
$20.2M 1.78%
132,349
+4,865
13
$19.3M 1.7%
125,710
+3,425
14
$19.3M 1.7%
169,466
+4,515
15
$18.3M 1.61%
142,955
+3,647
16
$18.2M 1.61%
85,225
-5,255
17
$16.9M 1.49%
80,587
+7,565
18
$16.5M 1.45%
90,161
+10,750
19
$16.4M 1.44%
173,918
+3,765
20
$16.3M 1.44%
50,273
+5,767
21
$16.2M 1.43%
175,032
-550
22
$15.7M 1.38%
91,418
+14,920
23
$15.7M 1.38%
74,918
+1,772
24
$15.5M 1.37%
87,309
+9,685
25
$14.1M 1.24%
114,885
+5,005
1
2 3 4 5