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
26
$16M 0.91%
173,503
+2,365
27
$15.8M 0.9%
66,287
+1,828
28
$15.7M 0.89%
63,322
+487
29
$15.5M 0.89%
89,645
+1,153
30
$15M 0.86%
3,787
+9
31
$15M 0.85%
144,436
-867
32
$14.8M 0.84%
56,233
+5,528
33
$14.2M 0.81%
68,505
+260
34
$13.4M 0.77%
39,461
+165
35
$13.3M 0.76%
35,463
-4,040
36
$13.1M 0.75%
43,832
-1,268
37
$12.7M 0.73%
28,625
-100
38
$12.3M 0.7%
54,294
+448
39
$11.8M 0.67%
13,099
-100
40
$11.2M 0.64%
76,550
+961
41
$11.1M 0.63%
28,970
-75
42
$11.1M 0.63%
80,738
+63
43
$10.4M 0.59%
33,171
+175
44
$10.1M 0.58%
289,050
-1,025
45
$9.45M 0.54%
132,377
+1,717
46
$9.38M 0.54%
54,697
+244
47
$9.35M 0.53%
21,188
-1,070
48
$9.07M 0.52%
64,211
+100
49
$9.04M 0.52%
227,217
-7,852
50
$8.89M 0.51%
153,275
-25,576
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