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
$628M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.51M
3
+$1.48M
4
CCL icon
Carnival Corp
CCL
+$1.1M
5
HAR
Harman International Industries
HAR
+$1.04M

Top Sells

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
TRMB icon
Trimble
TRMB
+$1.03M
5
DD icon
DuPont de Nemours
DD
+$961K

Sector Composition

1 Technology 24.54%
2 Healthcare 21.94%
3 Communication Services 12.17%
4 Consumer Discretionary 9.81%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.45M 0.71%
30,721
+157
52
$4.38M 0.7%
40,826
+75
53
$4.16M 0.66%
29,881
54
$4.12M 0.66%
15,372
-139
55
$4.1M 0.65%
50,953
+50
56
$3.97M 0.63%
30,102
57
$3.9M 0.62%
60,994
+2,025
58
$3.82M 0.61%
42,885
+11,725
59
$3.75M 0.6%
45,590
60
$3.71M 0.59%
50,600
-150
61
$3.62M 0.58%
28,705
+75
62
$3.62M 0.58%
53,397
63
$3.49M 0.56%
41,972
-1,880
64
$3.39M 0.54%
30,834
+335
65
$3.38M 0.54%
43,310
+610
66
$3.36M 0.53%
45,475
+20,455
67
$3.33M 0.53%
31,543
-200
68
$3.16M 0.5%
62,653
+1,693
69
$3.06M 0.49%
108,766
+5,465
70
$3M 0.48%
73,356
-3,525
71
$2.95M 0.47%
11,344
+40
72
$2.95M 0.47%
50,095
-52,769
73
$2.79M 0.44%
47,850
+75
74
$2.71M 0.43%
85,000
75
$2.68M 0.43%
13,210
-50
1 2
3
4 5