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
151
$651K 0.04%
+27,775
152
$627K 0.04%
11,675
-300
153
$598K 0.03%
5,850
+1,796
154
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7,300
155
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18,439
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156
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4,160
+1,550
157
$562K 0.03%
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-25
158
$518K 0.03%
12,567
+1,783
159
$518K 0.03%
1,145
+45
160
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161
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162
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2,982
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163
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5,233
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164
$448K 0.03%
1,500
165
$444K 0.03%
3,000
166
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2,800
167
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168
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169
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170
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825
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171
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1,600
172
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173
$365K 0.02%
2,250
-6,369
174
$355K 0.02%
3,540
175
$351K 0.02%
5,432
5 6
7
8 9