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
176
$346K 0.02%
4,455
+3
177
$339K 0.02%
2,435
-75
178
$339K 0.02%
2,475
179
$327K 0.02%
2,100
-6,000
180
$320K 0.02%
1,500
181
$308K 0.02%
15,586
182
$306K 0.02%
16,035
183
$306K 0.02%
2,675
-100
184
$298K 0.02%
23,750
-1,500
185
$280K 0.02%
2,730
186
$273K 0.02%
15,294
187
$272K 0.02%
10,720
188
$268K 0.02%
855
189
$253K 0.01%
4,254
+200
190
$250K 0.01%
+1,750
191
$250K 0.01%
+370
192
$245K 0.01%
2,275
193
$243K 0.01%
6,125
-200
194
$242K 0.01%
2,700
195
$240K 0.01%
2,938
196
$235K 0.01%
7,448
197
$227K 0.01%
4,521
198
$224K 0.01%
+950
199
$220K 0.01%
2,450
200
$217K 0.01%
3,658
6 7
8
9 10