IHL

Investment House LLC Portfolio holdings

AUM $1.76B
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
+$23.6M
Cap. Flow %
1.35%
Top 10 Hldgs %
37.01%
Holding
225
New
26
Increased
81
Reduced
63
Closed
12

Top Buys

1
$5.75M
2
$4.02M
3
$3.93M
4
$3.73M
5
$3.35M

Top Sells

1
$8.75M
2
$6.32M
3
$4.48M
4
$4.35M
5
$3.37M

Sector Composition

1Technology37.34%
2Consumer Discretionary14.07%
3Healthcare11.25%
4Communication Services11.22%
5Financials8.15%
Name Market Value Portfolio Weight Shares or Principal Shares
Change %		 Capital Flow
$9.87M0.56%65,580
+315
+0.5%
+$47.4K
$9.68M0.55%148,373
-30,120
-17%
-$1.97M
$9.67M0.55%124,665
+3,195
+3%
+$248K
$9.47M0.54%74,530
+23,684
+47%
+$3.01M
$9.37M0.53%234,940
+38,275
+19%
+$1.53M
$9.25M0.53%66,137
+1,791
+3%
+$250K
$9.16M0.52%82,204
-100
-0.1%
-$11.1K
$8.96M0.51%33,405
-5,699
-15%
-$1.53M
$8.03M0.46%66,744
+4,145
+7%
+$498K
$7.86M0.45%283,872
-7,725
-3%
-$214K
$7.8M0.44%46,407
+12,355
+36%
+$2.08M
$7.75M0.44%47,845
+255
+0.5%
+$41.3K
$7.69M0.44%16,392
+220
+1%
+$103K
$6.55M0.37%276,480
+21,055
+8%
+$499K
$6.31M0.36%64,463
-8,583
-12%
-$840K
$6.3M0.36%26,593
+50
+0.2%
+$11.8K
$6.15M0.35%13,206
+100
+0.8%
+$46.6K
$6.1M0.35%51,100
+31,210
+157%
+$3.73M
$5.9M0.34%16,111
+395
+3%
+$145K
$5.79M0.33%10,867
-11,873
-52%
-$6.32M
$5.75M0.33%10,281 New
+$5.75M
$5.38M0.31%14,587
-575
-4%
-$212K
$5.26M0.3%15,070
+3,847
+34%
+$1.34M
$5.08M0.29%40,663
+21,706
+115%
+$2.71M
$4.98M0.28%551,720
+35,900
+7%
+$324K
123459