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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.87M
4
HTZ icon
Hertz
HTZ
+$3.69M
5
SCHW icon
Charles Schwab
SCHW
+$3.07M

Top Sells

1
+$16.1M
2
+$5.53M
3
+$3.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.23M
5
GS icon
Goldman Sachs
GS
+$3.08M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.9M 0.98%
146,953
-1,592
27
$13.4M 0.95%
60,365
+11,575
28
$13.4M 0.95%
55,120
+140
29
$13.3M 0.94%
122,379
+743
30
$12.8M 0.91%
64,709
-305
31
$11.9M 0.84%
156,263
+6,043
32
$11.5M 0.81%
46,846
+787
33
$11.5M 0.81%
3,235
+99
34
$11.4M 0.8%
184,994
+28,938
35
$11.2M 0.79%
13,474
36
$11.1M 0.79%
70,848
-199
37
$11M 0.78%
36,846
-275
38
$10.6M 0.75%
41,775
+6,005
39
$10.1M 0.71%
38,625
-6,328
40
$9.69M 0.69%
28,725
41
$9.39M 0.66%
32,220
+13,267
42
$9.37M 0.66%
68,946
-2,138
43
$9.04M 0.64%
89,604
+1,980
44
$8.72M 0.62%
68,669
+32,658
45
$8.49M 0.6%
54,803
-913
46
$8.18M 0.58%
81,029
+100
47
$8.18M 0.58%
28,405
+145
48
$8.09M 0.57%
160,104
-9,869
49
$8.08M 0.57%
74,387
+2,900
50
$7.77M 0.55%
239,836
-634
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2
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