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
$1.75B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1 +$3.5M
2 +$3.21M
3 +$3.06M
4
CCCS icon
CCC Intelligent Solutions
CCCS
+$2.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.54M

Top Sells

1 +$14.4M
2 +$5.95M
3 +$4.89M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
OXY icon
Occidental Petroleum
OXY
+$3.62M

Sector Composition

1 Technology 39.33%
2 Consumer Discretionary 12.12%
3 Communication Services 12.06%
4 Healthcare 11.66%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
226
-10,000
227
-2,539
228
-5,571