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
151
$468K 0.03%
1,500
152
$466K 0.03%
5,733
153
$455K 0.03%
5,326
+100
154
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155
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11,284
+50
156
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1,100
-7,989
157
$419K 0.03%
1,600
158
$414K 0.03%
5,315
159
$396K 0.03%
3,254
+350
160
$365K 0.03%
+15,000
161
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+1,290
162
$348K 0.02%
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-25
163
$345K 0.02%
5,432
164
$343K 0.02%
2,510
165
$341K 0.02%
2,475
166
$338K 0.02%
6,737
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167
$329K 0.02%
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168
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16,176
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169
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170
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1,500
171
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4,424
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172
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4,650
173
$303K 0.02%
3,500
174
$298K 0.02%
3,540
175
$294K 0.02%
2,060
-1,898
5 6
7
8 9