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
$622M
AUM Growth
+$1.53M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
169
New
Increased
Reduced
Closed

Top Buys

1
+$4.5M
2
+$1.9M
3
+$1.79M
4
BMY icon
Bristol-Myers Squibb
BMY
+$1.5M
5
DD icon
DuPont de Nemours
DD
+$1.37M

Top Sells

1
+$3.98M
2
+$2.59M
3
+$1.87M
4
TUP
Tupperware Brands Corporation
TUP
+$1.08M
5
TRMB icon
Trimble
TRMB
+$699K

Sector Composition

1 Healthcare 25.37%
2 Technology 25.25%
3 Consumer Discretionary 10.28%
4 Industrials 10.19%
5 Communication Services 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$242K 0.04%
10,435
-1,500
152
$235K 0.04%
4,536
153
$232K 0.04%
6,800
154
$230K 0.04%
5,498
+3
155
$227K 0.04%
1,966
156
$221K 0.04%
5,650
157
$219K 0.04%
2,025
-100
158
$213K 0.03%
15,634
-386
159
$212K 0.03%
4,070
160
$210K 0.03%
2,900
161
$208K 0.03%
2,800
162
$169K 0.03%
+19,872
163
$64K 0.01%
71
164
– –
-6,950
165
– –
-17,210
166
– –
-5,399
167
– –
-7,165
168
– –
-18,730
169
– –
-30,325
3 4 5 6
7