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
176
$217K 0.03%
+3,350
177
$207K 0.03%
2,900
178
$177K 0.03%
+12,150
179
$152K 0.02%
+11,520
180
$143K 0.02%
4,858
181
$141K 0.02%
+10,555
182
$57K 0.01%
7,040
+2,400
183
$23K ﹤0.01%
44
184
– –
-4,400
185
– –
-25,287
186
– –
-15,500
187
– –
-125,915
188
– –
-2,885
189
– –
-31,310
190
– –
-6,855
4 5 6 7
8