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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.87M
4
HTZ icon
Hertz
HTZ
+$3.69M
5
SCHW icon
Charles Schwab
SCHW
+$3.07M

Top Sells

1
+$16.1M
2
+$5.53M
3
+$3.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.23M
5
GS icon
Goldman Sachs
GS
+$3.08M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$846K 0.06%
3,269
-67
127
$819K 0.06%
8,532
+307
128
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8,612
129
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130
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26,830
-2,372
131
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19,100
132
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9,140
133
$722K 0.05%
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134
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4,435
-19,241
135
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4,225
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136
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137
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15,810
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138
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139
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9,750
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140
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7,300
141
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142
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143
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144
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2,400
145
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146
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20,000
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147
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148
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12,175
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149
$517K 0.04%
4,025
150
$493K 0.03%
6,240
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4 5
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