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
$1.75B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.21M
3
+$3.06M
4
CCCS icon
CCC Intelligent Solutions
CCCS
+$2.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.54M

Top Sells

1
+$14.4M
2
+$5.95M
3
+$4.89M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
OXY icon
Occidental Petroleum
OXY
+$3.62M

Sector Composition

1 Technology 39.33%
2 Consumer Discretionary 12.12%
3 Communication Services 12.06%
4 Healthcare 11.66%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.83M 0.5%
55,425
+5,810
52
$8.78M 0.5%
82,429
+350
53
$8.77M 0.5%
90,650
+19,297
54
$8.61M 0.49%
31,096
+705
55
$8.56M 0.49%
153,035
-1,800
56
$7.93M 0.45%
117,078
-1,035
57
$7.57M 0.43%
241,084
+2,178
58
$7.42M 0.42%
59,484
-7,950
59
$7.17M 0.41%
27,874
-28
60
$6.67M 0.38%
40,465
+945
61
$6.34M 0.36%
96,941
+1,555
62
$6.06M 0.35%
44,310
-3,089
63
$5.7M 0.33%
26,558
+34
64
$5.64M 0.32%
74,802
+225
65
$5.61M 0.32%
12,776
+1,115
66
$5.48M 0.31%
39,710
+7,654
67
$5.31M 0.3%
15,433
+1,120
68
$5.17M 0.29%
21,143
-6,205
69
$5.12M 0.29%
96,456
+6,055
70
$5.02M 0.29%
35,649
+22,810
71
$5M 0.29%
68,775
+7,541
72
$4.99M 0.28%
105,041
-50,633
73
$4.84M 0.28%
36,784
-4,349
74
$4.83M 0.28%
9,475
-80
75
$4.82M 0.28%
43,645
+291
1 2
3
4 5