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
$574M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.35M
3
+$3.6M
4
PAYX icon
Paychex
PAYX
+$3.36M
5
DAL icon
Delta Air Lines
DAL
+$2.27M

Top Sells

1
+$5.49M
2
+$5.32M
3
+$4.31M
4
PLL
PALL CORP
PLL
+$3.98M
5
XRX icon
Xerox
XRX
+$3.59M

Sector Composition

1 Healthcare 24.79%
2 Technology 23.97%
3 Communication Services 10.42%
4 Consumer Discretionary 10.21%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.01M 0.18%
+116,777
102
$960K 0.17%
9,495
103
$909K 0.16%
10,190
-980
104
$869K 0.15%
9,640
+175
105
$852K 0.15%
13,036
-100
106
$821K 0.14%
6,950
-1,140
107
$750K 0.13%
11,820
108
$727K 0.13%
29,800
109
$708K 0.12%
6,928
+150
110
$692K 0.12%
5,303
111
$674K 0.12%
18,775
+1,000
112
$634K 0.11%
8,550
113
$632K 0.11%
11,459
114
$614K 0.11%
12,325
-100
115
$602K 0.1%
17,530
116
$598K 0.1%
27,687
117
$566K 0.1%
6,225
-11,030
118
$558K 0.1%
9,745
119
$546K 0.1%
9,600
120
$516K 0.09%
7,425
121
$484K 0.08%
5,978
122
$475K 0.08%
11,175
-150
123
$449K 0.08%
7,900
124
$447K 0.08%
+4,180
125
$442K 0.08%
2,545
3 4
5
6 7