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
$628M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.51M
3
+$1.48M
4
CCL icon
Carnival Corp
CCL
+$1.1M
5
HAR
Harman International Industries
HAR
+$1.04M

Top Sells

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
TRMB icon
Trimble
TRMB
+$1.03M
5
DD icon
DuPont de Nemours
DD
+$961K

Sector Composition

1 Technology 24.54%
2 Healthcare 21.94%
3 Communication Services 12.17%
4 Consumer Discretionary 9.81%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.22M 1.15%
72,096
+1,545
27
$7.02M 1.12%
30,081
-250
28
$6.81M 1.08%
126,006
+10,876
29
$6.78M 1.08%
110,301
-300
30
$6.78M 1.08%
89,215
+390
31
$6.46M 1.03%
116,435
+3,905
32
$6.4M 1.02%
156,465
+595
33
$6.34M 1.01%
61,155
+290
34
$6.33M 1.01%
61,804
35
$6.27M 1%
4,864
+20
36
$6.08M 0.97%
115,305
+20,885
37
$6.06M 0.96%
105,543
+1,400
38
$5.91M 0.94%
238,141
-41,395
39
$5.87M 0.93%
33,436
+1,372
40
$5.81M 0.92%
73,297
41
$5.8M 0.92%
101,613
42
$5.53M 0.88%
61,636
-125
43
$5.52M 0.88%
107,946
+950
44
$5.52M 0.88%
66,293
+11,485
45
$5.13M 0.82%
109,881
46
$5.04M 0.8%
27,950
+350
47
$4.87M 0.78%
91,035
+200
48
$4.71M 0.75%
160,080
-600
49
$4.69M 0.75%
72,192
50
$4.67M 0.74%
55,500
+100
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2
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