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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.16M 0.67%
148,273
-4,060
52
$4.15M 0.67%
101,085
+46,335
53
$4.07M 0.65%
112,766
-1,000
54
$4.03M 0.65%
46,081
+235
55
$4M 0.64%
105,359
-1,089
56
$3.98M 0.64%
32,020
-32,000
57
$3.97M 0.64%
167,280
58
$3.92M 0.63%
36,733
+7,395
59
$3.91M 0.63%
30,482
60
$3.89M 0.63%
40,696
-130
61
$3.85M 0.62%
29,881
62
$3.84M 0.62%
48,285
+2,635
63
$3.73M 0.6%
27,845
+140
64
$3.72M 0.6%
3,229
+474
65
$3.62M 0.58%
54,389
+22,475
66
$3.57M 0.57%
50,778
-455
67
$3.56M 0.57%
45,540
-565
68
$3.34M 0.54%
121,735
-275
69
$3.34M 0.54%
82,781
-200
70
$3.19M 0.51%
26,860
-150
71
$3.1M 0.5%
117,670
-50
72
$3.08M 0.49%
31,743
+2,500
73
$3.05M 0.49%
56,218
+147
74
$3.04M 0.49%
85,000
75
$2.96M 0.48%
53,206
1 2
3
4 5