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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.4M
3
+$1.14M
4
PVH icon
PVH
PVH
+$989K
5
BKNG icon
Booking.com
BKNG
+$986K

Top Sells

1
+$2.56M
2
+$2.34M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.29M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 28.81%
2 Healthcare 24.19%
3 Industrials 10.26%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.5M 0.4%
59,334
-30,447
77
$2.38M 0.38%
80,379
-1,946
78
$2.36M 0.38%
22,155
+625
79
$2.26M 0.37%
26,510
+4,870
80
$2.26M 0.37%
48,397
-849
81
$2.22M 0.36%
13,310
-50
82
$2.19M 0.35%
48,600
83
$1.97M 0.32%
28,552
-250
84
$1.88M 0.3%
31,914
-436
85
$1.84M 0.3%
16,553
-75
86
$1.82M 0.29%
21,602
-1,055
87
$1.78M 0.29%
38,625
+1,034
88
$1.77M 0.29%
23,300
-1,100
89
$1.76M 0.28%
9,485
+5,080
90
$1.75M 0.28%
14,618
+3,723
91
$1.71M 0.28%
13,315
+7,715
92
$1.65M 0.27%
13,815
+1,465
93
$1.65M 0.27%
27,990
94
$1.63M 0.26%
17,388
-2,050
95
$1.41M 0.23%
11,603
-1,012
96
$1.2M 0.19%
13,136
-1
97
$1.17M 0.19%
44,090
98
$1.14M 0.18%
+64,930
99
$1.08M 0.17%
13,958
100
$1.07M 0.17%
35,700
-6,100
2 3
4
5 6