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
$1.75B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.21M
3
+$3.06M
4
CCCS icon
CCC Intelligent Solutions
CCCS
+$2.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.54M

Top Sells

1
+$14.4M
2
+$5.95M
3
+$4.89M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
OXY icon
Occidental Petroleum
OXY
+$3.62M

Sector Composition

1 Technology 39.33%
2 Consumer Discretionary 12.12%
3 Communication Services 12.06%
4 Healthcare 11.66%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.02M 0.12%
51,966
+3,950
102
$2M 0.11%
17,356
103
$1.98M 0.11%
+31,306
104
$1.94M 0.11%
97,550
+49,100
105
$1.92M 0.11%
10,574
-16,683
106
$1.91M 0.11%
+64,818
107
$1.89M 0.11%
45,395
+12,825
108
$1.87M 0.11%
5,623
109
$1.82M 0.1%
+24,177
110
$1.74M 0.1%
10,830
-50
111
$1.67M 0.1%
18,971
+2,425
112
$1.67M 0.1%
9,583
-3,799
113
$1.56M 0.09%
9,461
-25
114
$1.51M 0.09%
21,350
115
$1.5M 0.09%
23,585
-700
116
$1.42M 0.08%
+24,591
117
$1.41M 0.08%
1,795
-1,448
118
$1.4M 0.08%
+15,276
119
$1.34M 0.08%
9,950
+1,208
120
$1.3M 0.07%
174,324
-38,987
121
$1.27M 0.07%
18,125
-275
122
$1.26M 0.07%
66,052
+16,750
123
$1.25M 0.07%
6,192
+841
124
$1.24M 0.07%
4,928
+2,828
125
$1.19M 0.07%
17,297
-500
3 4
5
6 7