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
$1.75B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.21M
3
+$3.06M
4
CCCS icon
CCC Intelligent Solutions
CCCS
+$2.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.54M

Top Sells

1
+$14.4M
2
+$5.95M
3
+$4.89M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
OXY icon
Occidental Petroleum
OXY
+$3.62M

Sector Composition

1 Technology 39.33%
2 Consumer Discretionary 12.12%
3 Communication Services 12.06%
4 Healthcare 11.66%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.69M 0.27%
72,663
-22,748
77
$4.66M 0.27%
11,443
-275
78
$4.43M 0.25%
15,282
-183
79
$4M 0.23%
61,545
-350
80
$3.7M 0.21%
14,533
+4,250
81
$3.67M 0.21%
14,686
+175
82
$3.56M 0.2%
28,263
-13,407
83
$3.34M 0.19%
6,033
+3
84
$3.26M 0.19%
41,425
+3,197
85
$3.24M 0.18%
51,700
+50
86
$3.17M 0.18%
13,880
87
$3.06M 0.17%
+28,935
88
$3.02M 0.17%
11,741
+9,348
89
$2.88M 0.16%
40,411
-1,500
90
$2.8M 0.16%
+251,750
91
$2.75M 0.16%
10,310
+9,020
92
$2.67M 0.15%
147,012
-24,188
93
$2.66M 0.15%
25,562
-525
94
$2.54M 0.15%
+36,120
95
$2.53M 0.14%
14,600
+1,475
96
$2.49M 0.14%
34,540
+28,290
97
$2.43M 0.14%
24,495
+17,846
98
$2.38M 0.14%
14,625
99
$2.35M 0.13%
17,723
-433
100
$2.06M 0.12%
11,745
+2,445
2 3
4
5 6