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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.4M
3
+$1.14M
4
PVH icon
PVH
PVH
+$989K
5
BKNG icon
Booking.com
BKNG
+$986K

Top Sells

1
+$2.56M
2
+$2.34M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.29M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 28.81%
2 Healthcare 24.19%
3 Industrials 10.26%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.28M 0.69%
107,378
+368
52
$4.22M 0.68%
46,305
+75
53
$4.13M 0.67%
30,048
-60
54
$4.07M 0.66%
12,001
-200
55
$3.82M 0.62%
40,476
+1,765
56
$3.73M 0.6%
58,550
+52,700
57
$3.71M 0.6%
239,300
-14,300
58
$3.7M 0.6%
82,181
59
$3.66M 0.59%
27,905
60
$3.63M 0.59%
52,188
-1,575
61
$3.58M 0.58%
168,600
62
$3.48M 0.56%
116,870
-150
63
$3.46M 0.56%
45,700
+4,660
64
$3.46M 0.56%
30,682
-550
65
$3.46M 0.56%
15,143
+6,134
66
$3.39M 0.55%
122,010
-1,420
67
$3.28M 0.53%
85,000
68
$3.28M 0.53%
40,365
-3,020
69
$3.19M 0.51%
2,795
+865
70
$3.16M 0.51%
29,550
71
$3.05M 0.49%
56,228
-1,022
72
$3.04M 0.49%
56,615
+1,925
73
$2.92M 0.47%
48,570
+1,875
74
$2.84M 0.46%
53,206
75
$2.51M 0.41%
20,595
+80
1 2
3
4 5