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
$574M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.35M
3
+$3.6M
4
PAYX icon
Paychex
PAYX
+$3.36M
5
DAL icon
Delta Air Lines
DAL
+$2.27M

Top Sells

1
+$5.49M
2
+$5.32M
3
+$4.31M
4
PLL
PALL CORP
PLL
+$3.98M
5
XRX icon
Xerox
XRX
+$3.59M

Sector Composition

1 Healthcare 24.79%
2 Technology 23.97%
3 Communication Services 10.42%
4 Consumer Discretionary 10.21%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.38M 0.42%
28,502
-50
77
$2.38M 0.41%
79,739
-100
78
$2.37M 0.41%
60,975
+910
79
$2.35M 0.41%
40,931
+8,892
80
$2.28M 0.4%
29,550
81
$2.12M 0.37%
52,936
-4,275
82
$2.05M 0.36%
46,445
-2,700
83
$2.02M 0.35%
40,670
+26,320
84
$1.98M 0.34%
23,103
+124
85
$1.95M 0.34%
48,575
-25
86
$1.92M 0.33%
44,166
-2,074
87
$1.88M 0.33%
57,229
-48,130
88
$1.8M 0.31%
+57,229
89
$1.77M 0.31%
20,842
-630
90
$1.77M 0.31%
73,320
-44,350
91
$1.6M 0.28%
16,278
92
$1.49M 0.26%
124,463
-31,192
93
$1.43M 0.25%
27,990
94
$1.38M 0.24%
20,040
-3,495
95
$1.36M 0.24%
15,445
-3,525
96
$1.33M 0.23%
10,974
-292
97
$1.31M 0.23%
22,925
-25
98
$1.15M 0.2%
9,925
99
$1.14M 0.2%
44,090
100
$1.05M 0.18%
10,280
+775
2 3
4
5 6