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
$613M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$2.93M
3
+$2.38M
4
DAL icon
Delta Air Lines
DAL
+$1.9M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.87M

Top Sells

1
+$16.5M
2
+$3.52M
3
+$3.01M
4
VTRS icon
Viatris
VTRS
+$2.95M
5
MON
Monsanto Co
MON
+$2.18M

Sector Composition

1 Technology 23.9%
2 Healthcare 23.57%
3 Communication Services 11.9%
4 Consumer Discretionary 10.88%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.15M 0.68%
54,808
+15,975
52
$4.06M 0.66%
58,969
+3,130
53
$4.05M 0.66%
27,600
+1,980
54
$4.05M 0.66%
30,102
-280
55
$4.03M 0.66%
50,903
+125
56
$4.02M 0.66%
30,564
-1,234
57
$3.9M 0.64%
141,946
-2,300
58
$3.79M 0.62%
40,751
-100
59
$3.76M 0.61%
29,881
60
$3.71M 0.6%
43,852
-1,499
61
$3.62M 0.59%
45,590
+50
62
$3.54M 0.58%
50,750
-925
63
$3.46M 0.56%
11,304
-250
64
$3.45M 0.56%
28,630
+785
65
$3.31M 0.54%
53,397
+191
66
$3.16M 0.52%
103,301
+23,562
67
$3.07M 0.5%
60,960
+4,428
68
$3.06M 0.5%
31,743
-300
69
$2.94M 0.48%
31,160
+3,925
70
$2.91M 0.47%
47,775
+1,330
71
$2.89M 0.47%
42,700
-44,510
72
$2.81M 0.46%
76,881
-4,900
73
$2.68M 0.44%
30,499
-1,867
74
$2.6M 0.42%
95,870
-9,025
75
$2.51M 0.41%
13,260
1 2
3
4 5