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
$461M
AUM Growth
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
133
New
Increased
Reduced
Closed

Top Buys

1 +$21.3M
2 +$17.8M
3 +$17.8M
4
MSFT icon
Microsoft
MSFT
+$14.9M
5
IBM icon
IBM
IBM
+$14.6M

Top Sells

No sells this quarter

Sector Composition

1 Technology 32.21%
2 Healthcare 21.49%
3 Consumer Staples 9.72%
4 Industrials 8.68%
5 Consumer Discretionary 8.25%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
126
$266K 0.06%
+6,975
127
$264K 0.06%
+6,800
128
$244K 0.05%
+5,509
129
$203K 0.04%
+5,237
130
$203K 0.04%
+170
131
$129K 0.03%
+2,568
132
$85K 0.02%
+2,600
133
$25K 0.01%
+10,000