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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.87M
4
HTZ icon
Hertz
HTZ
+$3.69M
5
SCHW icon
Charles Schwab
SCHW
+$3.07M

Top Sells

1
+$16.1M
2
+$5.53M
3
+$3.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.23M
5
GS icon
Goldman Sachs
GS
+$3.08M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.49M 0.53%
140,785
-4,216
52
$7.41M 0.52%
17,378
-4,090
53
$7.38M 0.52%
28,895
54
$7.11M 0.5%
45,200
-24,357
55
$6.89M 0.49%
229,050
+5,817
56
$6.81M 0.48%
64,636
-217
57
$6.78M 0.48%
201,266
-20,532
58
$6.61M 0.47%
51,960
+21,250
59
$6.31M 0.45%
120,093
-1,170
60
$6.31M 0.45%
26,674
-509
61
$5.98M 0.42%
16,776
-4,732
62
$5.85M 0.41%
24,420
+318
63
$5.64M 0.4%
33,190
-159
64
$5.55M 0.39%
22,945
-83
65
$5.51M 0.39%
76,136
-125
66
$5.39M 0.38%
15,564
-4,623
67
$5.22M 0.37%
34,750
-2,784
68
$5.11M 0.36%
15,515
-149
69
$5.03M 0.36%
9,555
70
$5M 0.35%
64,647
+30
71
$4.79M 0.34%
11,651
72
$4.77M 0.34%
45,840
+24,762
73
$4.71M 0.33%
42,746
+20,030
74
$3.92M 0.28%
61,515
-4,140
75
$3.89M 0.28%
96,030
+8,363
1 2
3
4 5