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
201
$204K 0.01%
+1,350
202
$77.3K ﹤0.01%
14,800
203
$68.8K ﹤0.01%
19,500
-302,525
204
– –
-16,110
205
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-1,878
206
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-5,761
207
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-15,635
208
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209
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-4,075
210
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-12,912
211
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-4,783
212
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-18,497
213
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-7,542
214
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-1,050
215
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-18,029
216
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-11,084
217
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-10,750
218
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-25,000
219
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-600
220
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-11,655
221
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-515
222
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-55,750
223
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-5,000
224
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-28,656
225
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-40,045
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