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
$613M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$2.93M
3
+$2.38M
4
DAL icon
Delta Air Lines
DAL
+$1.9M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.87M

Top Sells

1
+$16.5M
2
+$3.52M
3
+$3.01M
4
VTRS icon
Viatris
VTRS
+$2.95M
5
MON
Monsanto Co
MON
+$2.18M

Sector Composition

1 Technology 23.9%
2 Healthcare 23.57%
3 Communication Services 11.9%
4 Consumer Discretionary 10.88%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.44M 0.4%
85,000
77
$2.41M 0.39%
57,000
-3,975
78
$2.4M 0.39%
40,931
79
$2.34M 0.38%
22,516
-587
80
$2.25M 0.37%
29,550
81
$2.24M 0.37%
26,577
-1,925
82
$2.21M 0.36%
14,771
+3,797
83
$2.16M 0.35%
55,229
-2,000
84
$2.14M 0.35%
49,836
-3,100
85
$2.07M 0.34%
44,814
+648
86
$2.02M 0.33%
45,075
-3,500
87
$1.96M 0.32%
25,020
+17,595
88
$1.93M 0.31%
16,328
+50
89
$1.87M 0.3%
79,585
-47,100
90
$1.82M 0.3%
47,779
-9,450
91
$1.74M 0.28%
20,660
-182
92
$1.7M 0.28%
27,990
93
$1.54M 0.25%
+45,960
94
$1.32M 0.21%
13,540
+3,900
95
$1.21M 0.2%
12,277
-22,131
96
$1.19M 0.19%
15,260
-185
97
$1.17M 0.19%
9,975
+50
98
$1.14M 0.19%
44,255
-29,065
99
$1.07M 0.18%
19,865
-54,550
100
$1.07M 0.17%
9,495
2 3
4
5 6