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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.4M
3
+$1.14M
4
PVH icon
PVH
PVH
+$989K
5
BKNG icon
Booking.com
BKNG
+$986K

Top Sells

1
+$2.56M
2
+$2.34M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.29M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 28.81%
2 Healthcare 24.19%
3 Industrials 10.26%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.06M 0.17%
10,525
+75
102
$1.06M 0.17%
12,045
-330
103
$1.03M 0.17%
10,200
+900
104
$939K 0.15%
17,775
105
$883K 0.14%
30,837
106
$846K 0.14%
3,285
+1,150
107
$818K 0.13%
11,820
108
$792K 0.13%
29,800
109
$789K 0.13%
5,253
110
$777K 0.13%
8,350
+75
111
$739K 0.12%
10,748
-14,882
112
$730K 0.12%
16,525
-650
113
$718K 0.12%
17,530
-6,977
114
$638K 0.1%
12,425
115
$629K 0.1%
6,678
+825
116
$601K 0.1%
+6,535
117
$582K 0.09%
11,459
-1,287
118
$572K 0.09%
2,950
-150
119
$553K 0.09%
9,597
120
$506K 0.08%
5,978
-404
121
$500K 0.08%
+17,980
122
$499K 0.08%
9,515
-8,195
123
$482K 0.08%
6,871
+211
124
$480K 0.08%
7,900
125
$455K 0.07%
+9,250
3 4
5
6 7