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
$574M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.35M
3
+$3.6M
4
PAYX icon
Paychex
PAYX
+$3.36M
5
DAL icon
Delta Air Lines
DAL
+$2.27M

Top Sells

1
+$5.49M
2
+$5.32M
3
+$4.31M
4
PLL
PALL CORP
PLL
+$3.98M
5
XRX icon
Xerox
XRX
+$3.59M

Sector Composition

1 Healthcare 24.79%
2 Technology 23.97%
3 Communication Services 10.42%
4 Consumer Discretionary 10.21%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$6.75M 1.17%
87,210
+82,070
27
$6.58M 1.15%
30,606
-60
28
$6.41M 1.12%
250,560
-19,480
29
$6.4M 1.11%
+206,145
30
$6.08M 1.06%
64,504
+425
31
$6.08M 1.06%
29,402
+1,516
32
$6.08M 1.06%
113,066
-140
33
$6.01M 1.05%
73,012
-195
34
$5.75M 1%
90,540
+325
35
$5.71M 1%
105,038
36
$5.63M 0.98%
73,297
-56
37
$5.42M 0.94%
56,165
+1,740
38
$5.35M 0.93%
112,295
+70,471
39
$5.33M 0.93%
324,860
-111,565
40
$5.25M 0.91%
92,935
41
$5.19M 0.9%
64,561
-50
42
$5.03M 0.88%
101,493
+750
43
$4.67M 0.81%
79,263
+24,518
44
$4.6M 0.8%
55,400
-750
45
$4.41M 0.77%
31,798
-1,093
46
$4.39M 0.76%
112,681
-85
47
$4.32M 0.75%
15,883
-87
48
$4.28M 0.75%
3,464
+235
49
$3.88M 0.68%
27,845
50
$3.86M 0.67%
163,080
-4,200
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