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
$461M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.8M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$14.9M
5
IBM icon
IBM
IBM
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.21%
2 Healthcare 21.49%
3 Consumer Staples 9.72%
4 Industrials 8.68%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.15M 0.68%
+43,377
52
$3.12M 0.68%
+37,045
53
$3.09M 0.67%
+27,970
54
$3.06M 0.66%
+87,750
55
$3.03M 0.66%
+124,675
56
$3.03M 0.66%
+85,000
57
$3M 0.65%
+27,621
58
$2.94M 0.64%
+124,565
59
$2.86M 0.62%
+205,700
60
$2.79M 0.61%
+124,343
61
$2.76M 0.6%
+88,918
62
$2.73M 0.59%
+29,904
63
$2.72M 0.59%
+23,785
64
$2.7M 0.59%
+53,699
65
$2.68M 0.58%
+12,443
66
$2.55M 0.55%
+57,600
67
$2.5M 0.54%
+38,661
68
$2.38M 0.52%
+24,035
69
$2.34M 0.51%
+32,175
70
$2.3M 0.5%
+65,818
71
$2.29M 0.5%
+96,034
72
$2.28M 0.5%
+20,548
73
$2.04M 0.44%
+54,417
74
$1.99M 0.43%
+33,010
75
$1.8M 0.39%
+21,320
1 2
3
4 5