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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.4M
3
+$1.14M
4
PVH icon
PVH
PVH
+$989K
5
BKNG icon
Booking.com
BKNG
+$986K

Top Sells

1
+$2.56M
2
+$2.34M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.29M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 28.81%
2 Healthcare 24.19%
3 Industrials 10.26%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.91M 1.28%
49,653
+115
27
$7.9M 1.27%
70,641
+800
28
$7.51M 1.21%
35,345
-230
29
$6.89M 1.11%
105,308
-305
30
$6.49M 1.05%
64,145
+500
31
$6.22M 1%
74,548
-200
32
$6.17M 1%
65,303
-2,638
33
$6.17M 1%
40,241
-3,818
34
$6.07M 0.98%
73,096
-586
35
$5.77M 0.93%
119,984
+690
36
$5.56M 0.9%
152,257
-304
37
$5.47M 0.88%
86,772
-1,020
38
$5.41M 0.87%
64,861
-9,016
39
$5.37M 0.87%
100,388
+3,740
40
$5.35M 0.86%
93,010
41
$5.33M 0.86%
94,613
-50
42
$5.06M 0.82%
36,887
-17,011
43
$4.93M 0.8%
44,976
+124
44
$4.85M 0.78%
25,040
45
$4.83M 0.78%
50,125
+800
46
$4.59M 0.74%
104,625
+5,425
47
$4.53M 0.73%
114,186
-800
48
$4.46M 0.72%
65,640
+9,075
49
$4.43M 0.71%
58,150
+100
50
$4.32M 0.7%
29,971
+880
1
2
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