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
$461M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1
+$21.3M
2
+$17.8M
3
+$17.8M
4
MSFT icon
Microsoft
MSFT
+$14.9M
5
IBM icon
IBM
IBM
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.21%
2 Healthcare 21.49%
3 Consumer Staples 9.72%
4 Industrials 8.68%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$1.79M 0.39%
+25,175
77
$1.76M 0.38%
+31,356
78
$1.68M 0.36%
+34,222
79
$1.54M 0.33%
+14,160
80
$1.31M 0.28%
+15,837
81
$1.27M 0.28%
+28,475
82
$1.26M 0.27%
+12,195
83
$1.23M 0.27%
+14,253
84
$1.18M 0.25%
+34,620
85
$1.09M 0.24%
+40,910
86
$1.08M 0.23%
+22,510
87
$930K 0.2%
+12,050
88
$898K 0.19%
+36,153
89
$881K 0.19%
+24,130
90
$813K 0.18%
+44,090
91
$795K 0.17%
+6,995
92
$737K 0.16%
+9,204
93
$734K 0.16%
+12,820
94
$715K 0.16%
+23,389
95
$707K 0.15%
+34,700
96
$684K 0.15%
+10,450
97
$682K 0.15%
+8,170
98
$678K 0.15%
+17,925
99
$640K 0.14%
+17,700
100
$621K 0.13%
+7,855
2 3
4
5 6