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
$628M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.51M
3
+$1.48M
4
CCL icon
Carnival Corp
CCL
+$1.1M
5
HAR
Harman International Industries
HAR
+$1.04M

Top Sells

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
TRMB icon
Trimble
TRMB
+$1.03M
5
DD icon
DuPont de Nemours
DD
+$961K

Sector Composition

1 Technology 24.54%
2 Healthcare 21.94%
3 Communication Services 12.17%
4 Consumer Discretionary 9.81%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$982K 0.16%
39,900
+28,435
102
$977K 0.16%
6,225
+3,580
103
$940K 0.15%
12,287
104
$887K 0.14%
9,215
105
$875K 0.14%
28,415
+7,490
106
$848K 0.14%
18,290
-1,575
107
$839K 0.13%
+22,780
108
$835K 0.13%
11,820
109
$828K 0.13%
28,000
-1,800
110
$827K 0.13%
+29,485
111
$815K 0.13%
9,375
-120
112
$781K 0.12%
+57,752
113
$779K 0.12%
9,918
+500
114
$763K 0.12%
5,378
115
$750K 0.12%
18,775
116
$727K 0.12%
12,325
117
$721K 0.11%
14,525
-7,625
118
$717K 0.11%
11,459
119
$681K 0.11%
6,853
120
$639K 0.1%
18,580
121
$632K 0.1%
27,687
122
$621K 0.1%
9,745
123
$598K 0.1%
15,005
-125
124
$591K 0.09%
9,900
+200
125
$571K 0.09%
+34,440
3 4
5
6 7