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
$574M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.35M
3
+$3.6M
4
PAYX icon
Paychex
PAYX
+$3.36M
5
DAL icon
Delta Air Lines
DAL
+$2.27M

Top Sells

1
+$5.49M
2
+$5.32M
3
+$4.31M
4
PLL
PALL CORP
PLL
+$3.98M
5
XRX icon
Xerox
XRX
+$3.59M

Sector Composition

1 Healthcare 24.79%
2 Technology 23.97%
3 Communication Services 10.42%
4 Consumer Discretionary 10.21%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$439K 0.08%
5,360
127
$439K 0.08%
9,179
-166
128
$416K 0.07%
6,593
+3
129
$411K 0.07%
13,696
-9,319
130
$402K 0.07%
7,700
131
$401K 0.07%
5,700
132
$384K 0.07%
6,150
133
$381K 0.07%
1,280
134
$371K 0.06%
4,000
135
$354K 0.06%
+9,614
136
$342K 0.06%
+5,481
137
$331K 0.06%
8,070
+4,000
138
$328K 0.06%
6,395
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139
$318K 0.06%
8,240
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140
$318K 0.06%
4,700
141
$286K 0.05%
5,925
-946
142
$280K 0.05%
+2,795
143
$265K 0.05%
+9,710
144
$249K 0.04%
+1,900
145
$246K 0.04%
5,501
+3
146
$238K 0.04%
5,650
147
$231K 0.04%
2,025
148
$228K 0.04%
1,966
149
$226K 0.04%
30,325
150
$226K 0.04%
4,438
3 4 5
6
7