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
$1.75B
AUM Growth
+$51.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
228
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$3.21M
3
+$3.06M
4
CCCS icon
CCC Intelligent Solutions
CCCS
+$2.8M
5
ORLY icon
O'Reilly Automotive
ORLY
+$2.54M

Top Sells

1
+$14.4M
2
+$5.95M
3
+$4.89M
4
AMZN icon
Amazon
AMZN
+$4.13M
5
OXY icon
Occidental Petroleum
OXY
+$3.62M

Sector Composition

1 Technology 39.33%
2 Consumer Discretionary 12.12%
3 Communication Services 12.06%
4 Healthcare 11.66%
5 Industrials 7.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.17M 0.07%
9,020
127
$1.11M 0.06%
18,815
+13,125
128
$1.09M 0.06%
51,850
+3,200
129
$1.06M 0.06%
5,350
-660
130
$1.05M 0.06%
7,223
-77
131
$1.02M 0.06%
12,240
-26,904
132
$944K 0.05%
+2,447
133
$922K 0.05%
11,840
+1,850
134
$905K 0.05%
8,217
-225
135
$868K 0.05%
8,940
136
$857K 0.05%
20,350
+1,250
137
$853K 0.05%
7,965
-300
138
$789K 0.05%
2,400
139
$786K 0.04%
7,693
-479
140
$758K 0.04%
3,269
141
$755K 0.04%
1,550
142
$750K 0.04%
+23,320
143
$739K 0.04%
10,850
+600
144
$735K 0.04%
699
145
$708K 0.04%
25,305
-575
146
$707K 0.04%
+73,160
147
$703K 0.04%
1,292
+46
148
$698K 0.04%
9,717
+846
149
$673K 0.04%
9,400
150
$673K 0.04%
855
+577
4 5
6
7 8