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
151
$369K 0.06%
5,825
152
$345K 0.05%
+15,170
153
$325K 0.05%
2,500
+400
154
$324K 0.05%
3,275
-2,075
155
$304K 0.05%
+11,315
156
$300K 0.05%
+31,900
157
$293K 0.05%
3,040
-1,860
158
$293K 0.05%
13,853
159
$292K 0.05%
3,965
-2,025
160
$285K 0.05%
6,050
+400
161
$285K 0.05%
5,506
+2
162
$284K 0.05%
9,586
+675
163
$280K 0.04%
+10,545
164
$279K 0.04%
+9,245
165
$273K 0.04%
8,700
-200
166
$261K 0.04%
2,550
167
$260K 0.04%
2,050
+75
168
$248K 0.04%
+11,820
169
$238K 0.04%
30,325
170
$237K 0.04%
+6,100
171
$234K 0.04%
1,966
172
$232K 0.04%
+15,160
173
$230K 0.04%
+7,500
174
$229K 0.04%
4,439
175
$218K 0.03%
2,550
-500
4 5 6
7
8