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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.71M 0.44%
29,550
77
$2.54M 0.41%
155,655
+38,510
78
$2.54M 0.41%
79,839
-270
79
$2.46M 0.4%
49,145
+100
80
$2.4M 0.39%
60,065
+1,375
81
$2.38M 0.38%
48,600
82
$2.38M 0.38%
28,552
83
$2.37M 0.38%
22,979
+13,284
84
$2.27M 0.37%
13,310
85
$2.24M 0.36%
57,211
-1,098
86
$2.15M 0.35%
46,240
-153
87
$2.03M 0.33%
23,535
+485
88
$1.96M 0.32%
41,824
+2,014
89
$1.82M 0.29%
21,472
-130
90
$1.81M 0.29%
18,970
+2,695
91
$1.79M 0.29%
+32,039
92
$1.58M 0.25%
22,950
-200
93
$1.57M 0.25%
17,255
-3,365
94
$1.55M 0.25%
16,278
-1,110
95
$1.51M 0.24%
27,990
96
$1.43M 0.23%
11,266
-307
97
$1.22M 0.2%
44,090
98
$1.21M 0.19%
9,925
-600
99
$1.17M 0.19%
9,495
-705
100
$1.11M 0.18%
13,136
2 3
4
5 6