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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.87M
4
HTZ icon
Hertz
HTZ
+$3.69M
5
SCHW icon
Charles Schwab
SCHW
+$3.07M

Top Sells

1
+$16.1M
2
+$5.53M
3
+$3.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.23M
5
GS icon
Goldman Sachs
GS
+$3.08M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.69M 0.26%
+354,993
77
$3.5M 0.25%
20,596
+15,245
78
$3.24M 0.23%
59,079
-1,883
79
$3.24M 0.23%
52,620
+25
80
$3.17M 0.22%
43,411
+759
81
$3.07M 0.22%
+44,625
82
$2.9M 0.2%
26,312
-517
83
$2.82M 0.2%
17,539
-34,348
84
$2.72M 0.19%
13,680
-25
85
$2.52M 0.18%
+155,646
86
$2.42M 0.17%
103,609
-6,741
87
$2.41M 0.17%
18,456
-74
88
$2.31M 0.16%
50,400
89
$2.1M 0.15%
+14,274
90
$2.09M 0.15%
8,431
+2,451
91
$2.08M 0.15%
+6,322
92
$2.02M 0.14%
13,289
+400
93
$1.99M 0.14%
8,616
-2,596
94
$1.91M 0.13%
3,591
-6,085
95
$1.86M 0.13%
6,283
-30
96
$1.81M 0.13%
18,109
+13,261
97
$1.8M 0.13%
83,772
+9,515
98
$1.8M 0.13%
+50,110
99
$1.79M 0.13%
17,456
-117
100
$1.75M 0.12%
+24,765
2 3
4
5 6