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
176
$282K 0.02%
2,525
177
$274K 0.02%
6,325
-300
178
$269K 0.02%
+4,107
179
$268K 0.02%
+5,030
180
$266K 0.02%
+10,000
181
$251K 0.02%
3,060
-148
182
$242K 0.02%
855
183
$236K 0.02%
580
184
$232K 0.02%
7,448
-44,317
185
$232K 0.02%
15,294
-10,923
186
$231K 0.02%
+2,625
187
$223K 0.02%
5,761
-250
188
$183K 0.01%
15,000
+2,950
189
$180K 0.01%
3,658
-15
190
$144K 0.01%
11,250
-757
191
$53.9K ﹤0.01%
14,800
192
– –
-29,773
193
– –
-400
194
– –
-34,531
195
– –
-17,264
196
– –
-60,189
197
– –
-12,869
198
– –
-45,000
199
– –
-63,127
200
– –
-17,042
5 6 7
8
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