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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.09M 0.18%
9,505
+3,645
102
$1.07M 0.17%
8,090
+3,660
103
$995K 0.16%
11,170
-150
104
$989K 0.16%
34,675
-1,450
105
$959K 0.15%
17,770
+8,605
106
$952K 0.15%
13,708
-250
107
$884K 0.14%
+9,465
108
$780K 0.13%
17,775
109
$773K 0.12%
11,820
110
$773K 0.12%
6,778
+125
111
$767K 0.12%
23,015
+12,275
112
$744K 0.12%
29,335
113
$730K 0.12%
29,800
114
$725K 0.12%
11,325
-5,100
115
$721K 0.12%
5,303
+50
116
$708K 0.11%
14,350
+2,675
117
$676K 0.11%
17,530
118
$664K 0.11%
8,550
+100
119
$654K 0.11%
27,687
-3,150
120
$640K 0.1%
11,459
121
$575K 0.09%
12,425
122
$560K 0.09%
9,745
123
$531K 0.09%
2,545
-40
124
$531K 0.09%
5,978
125
$519K 0.08%
+17,290
3 4
5
6 7