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
$613M
AUM Growth
+$39M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
178
New
Increased
Reduced
Closed

Top Buys

1 +$16.5M
2 +$2.93M
3 +$2.38M
4
DAL icon
Delta Air Lines
DAL
+$1.9M
5
SIX
Six Flags Entertainment Corp.
SIX
+$1.87M

Top Sells

1 +$16.5M
2 +$3.52M
3 +$3.01M
4
VTRS icon
Viatris
VTRS
+$2.95M
5
MON
Monsanto Co
MON
+$2.18M

Sector Composition

1 Technology 23.9%
2 Healthcare 23.57%
3 Communication Services 11.9%
4 Consumer Discretionary 10.88%
5 Industrials 8.64%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
176
-9,614
177
-11,175
178
-8,070