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
$628M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.51M
3
+$1.48M
4
CCL icon
Carnival Corp
CCL
+$1.1M
5
HAR
Harman International Industries
HAR
+$1.04M

Top Sells

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
TRMB icon
Trimble
TRMB
+$1.03M
5
DD icon
DuPont de Nemours
DD
+$961K

Sector Composition

1 Technology 24.54%
2 Healthcare 21.94%
3 Communication Services 12.17%
4 Consumer Discretionary 9.81%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.66M 0.42%
93,370
-2,500
77
$2.45M 0.39%
16,109
+1,338
78
$2.44M 0.39%
45,216
+402
79
$2.38M 0.38%
261,452
+177,818
80
$2.31M 0.37%
49,736
-100
81
$2.27M 0.36%
55,275
-1,725
82
$2.26M 0.36%
40,931
83
$2.19M 0.35%
54,179
-1,050
84
$2.17M 0.35%
29,550
85
$2.01M 0.32%
16,028
-300
86
$1.91M 0.3%
26,577
87
$1.89M 0.3%
46,004
-1,775
88
$1.89M 0.3%
45,075
89
$1.87M 0.3%
27,990
90
$1.76M 0.28%
73,900
-68,046
91
$1.74M 0.28%
20,410
-250
92
$1.51M 0.24%
58,110
-21,475
93
$1.48M 0.24%
+45,695
94
$1.45M 0.23%
46,510
+550
95
$1.35M 0.21%
13,155
-9,361
96
$1.35M 0.21%
14,290
+750
97
$1.29M 0.2%
9,975
98
$1.28M 0.2%
28,455
+20,280
99
$1.2M 0.19%
15,040
-220
100
$997K 0.16%
11,360
-917
2 3
4
5 6