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
$613M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1
+$16.5M
2
+$2.93M
3
+$2.38M
4
DAL icon
Delta Air Lines
DAL
+$1.9M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.87M

Top Sells

1
+$16.5M
2
+$3.52M
3
+$3.01M
4
VTRS icon
Viatris
VTRS
+$2.95M
5
MON
Monsanto Co
MON
+$2.18M

Sector Composition

1 Technology 23.9%
2 Healthcare 23.57%
3 Communication Services 11.9%
4 Consumer Discretionary 10.88%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$476K 0.08%
+11,000
127
$460K 0.08%
7,900
128
$452K 0.07%
5,360
129
$436K 0.07%
1,280
130
$431K 0.07%
9,079
-100
131
$430K 0.07%
+31,310
132
$428K 0.07%
+34,050
133
$424K 0.07%
7,795
+1,400
134
$418K 0.07%
5,990
-14,050
135
$417K 0.07%
6,150
136
$395K 0.06%
7,700
137
$394K 0.06%
5,350
-4,930
138
$391K 0.06%
6,597
+4
139
$388K 0.06%
5,825
-100
140
$369K 0.06%
5,450
-250
141
$361K 0.06%
4,000
142
$351K 0.06%
+13,853
143
$346K 0.06%
+1,695
144
$342K 0.06%
+6,855
145
$335K 0.05%
8,620
+380
146
$329K 0.05%
+8,175
147
$303K 0.05%
8,900
-4,796
148
$293K 0.05%
+11,465
149
$286K 0.05%
1,975
+75
150
$282K 0.05%
+18,875
4 5
6
7 8