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
$628M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.51M
3
+$1.48M
4
CCL icon
Carnival Corp
CCL
+$1.1M
5
HAR
Harman International Industries
HAR
+$1.04M

Top Sells

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
TRMB icon
Trimble
TRMB
+$1.03M
5
DD icon
DuPont de Nemours
DD
+$961K

Sector Composition

1 Technology 24.54%
2 Healthcare 21.94%
3 Communication Services 12.17%
4 Consumer Discretionary 9.81%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$570K 0.09%
+5,796
127
$567K 0.09%
+44,700
128
$561K 0.09%
64,805
+30,755
129
$546K 0.09%
11,000
130
$545K 0.09%
8,875
-175
131
$526K 0.08%
+12,045
132
$525K 0.08%
7,900
133
$500K 0.08%
18,580
134
$498K 0.08%
2,425
+730
135
$475K 0.08%
6,601
+4
136
$463K 0.07%
7,700
137
$453K 0.07%
+7,645
138
$442K 0.07%
6,150
139
$436K 0.07%
1,280
140
$436K 0.07%
5,360
141
$424K 0.07%
+19,390
142
$413K 0.07%
8,545
+750
143
$412K 0.07%
47,535
+24,750
144
$409K 0.07%
5,450
145
$405K 0.06%
8,691
-388
146
$391K 0.06%
10,025
+1,405
147
$389K 0.06%
14,605
-29,650
148
$379K 0.06%
4,000
149
$377K 0.06%
5,492
-486
150
$376K 0.06%
21,065
+2,190
4 5
6
7 8