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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.87M
4
HTZ icon
Hertz
HTZ
+$3.69M
5
SCHW icon
Charles Schwab
SCHW
+$3.07M

Top Sells

1
+$16.1M
2
+$5.53M
3
+$3.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.23M
5
GS icon
Goldman Sachs
GS
+$3.08M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.66M 0.12%
5,623
102
$1.53M 0.11%
16,546
103
$1.52M 0.11%
49,816
-46,499
104
$1.49M 0.11%
+14,777
105
$1.46M 0.1%
1,795
-25
106
$1.44M 0.1%
17,797
107
$1.43M 0.1%
24,334
+849
108
$1.4M 0.1%
9,539
+369
109
$1.33M 0.09%
18,535
-1,936
110
$1.29M 0.09%
21,250
+1,325
111
$1.27M 0.09%
11,380
+340
112
$1.25M 0.09%
9,020
-230
113
$1.25M 0.09%
2,623
-48
114
$1.19M 0.08%
23,639
115
$1.16M 0.08%
+7,904
116
$1.14M 0.08%
13,898
-1,285
117
$1.11M 0.08%
18,400
-265
118
$1.1M 0.08%
+46,808
119
$1.05M 0.07%
7,300
-211
120
$1.03M 0.07%
19,995
-4,868
121
$985K 0.07%
+4,618
122
$930K 0.07%
+6,000
123
$926K 0.07%
8,365
-150
124
$860K 0.06%
1,550
125
$854K 0.06%
+5,000
3 4
5
6 7