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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.4M
3
+$1.14M
4
PVH icon
PVH
PVH
+$989K
5
BKNG icon
Booking.com
BKNG
+$986K

Top Sells

1
+$2.56M
2
+$2.34M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.29M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 28.81%
2 Healthcare 24.19%
3 Industrials 10.26%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$449K 0.07%
1,255
127
$440K 0.07%
7,425
-250
128
$438K 0.07%
5,700
129
$431K 0.07%
6,583
+2
130
$415K 0.07%
+10,191
131
$410K 0.07%
11,740
-960
132
$406K 0.07%
7,700
133
$396K 0.06%
9,650
+300
134
$378K 0.06%
6,150
-160
135
$365K 0.06%
5,360
-300
136
$363K 0.06%
4,800
137
$338K 0.05%
6,700
+150
138
$333K 0.05%
7,350
+650
139
$306K 0.05%
11,935
-9,050
140
$295K 0.05%
4,545
141
$285K 0.05%
5,195
142
$279K 0.05%
4,400
143
$270K 0.04%
5,492
+1
144
$255K 0.04%
9,185
+80
145
$253K 0.04%
4,438
-1
146
$251K 0.04%
2,650
147
$243K 0.04%
6,800
148
$237K 0.04%
1,981
-18
149
$234K 0.04%
5,650
150
$230K 0.04%
4,536
3 4 5
6
7