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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$517K 0.08%
7,425
127
$514K 0.08%
9,600
-50
128
$504K 0.08%
9,345
-397
129
$479K 0.08%
5,360
130
$472K 0.08%
+9,450
131
$466K 0.08%
+5,140
132
$442K 0.07%
1,280
+25
133
$440K 0.07%
+5,036
134
$418K 0.07%
7,900
135
$417K 0.07%
6,871
136
$381K 0.06%
5,700
137
$366K 0.06%
6,590
+4
138
$362K 0.06%
6,150
139
$346K 0.06%
7,700
140
$315K 0.05%
+3,600
141
$309K 0.05%
5,495
+300
142
$308K 0.05%
4,700
143
$297K 0.05%
+7,595
144
$296K 0.05%
4,400
145
$283K 0.05%
7,396
+1,835
146
$264K 0.04%
6,700
147
$262K 0.04%
4,000
148
$255K 0.04%
+30,325
149
$253K 0.04%
4,438
150
$243K 0.04%
2,650
3 4 5
6
7