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
$620M
AUM Growth
+$18.6M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
162
New
Increased
Reduced
Closed

Top Buys

1
+$3.35M
2
+$1.4M
3
+$1.14M
4
PVH icon
PVH
PVH
+$989K
5
BKNG icon
Booking.com
BKNG
+$986K

Top Sells

1
+$2.56M
2
+$2.34M
3
+$2.1M
4
KO icon
Coca-Cola
KO
+$1.29M
5
VYX icon
NCR Voyix
VYX
+$1.27M

Sector Composition

1 Technology 28.81%
2 Healthcare 24.19%
3 Industrials 10.26%
4 Consumer Discretionary 8.51%
5 Consumer Staples 8.32%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$34M 5.49%
1,233,576
-6,748
2
$21.7M 3.5%
822,372
+4,733
3
$21.6M 3.49%
277,195
-11,060
4
$20.4M 3.29%
245,520
+1,160
5
$15.9M 2.57%
220,485
-6,201
6
$15.6M 2.51%
335,316
-751
7
$14.2M 2.3%
228,561
-225
8
$14M 2.26%
527,282
-7,054
9
$13.8M 2.23%
149,930
10
$11.5M 1.86%
110,309
+80
11
$10.8M 1.75%
52,181
+400
12
$10.8M 1.74%
76,071
-250
13
$9.85M 1.59%
56,701
+915
14
$9.44M 1.52%
161,940
-250
15
$9.3M 1.5%
98,675
-445
16
$9.19M 1.48%
233,170
-400
17
$9.19M 1.48%
87,512
-5,200
18
$8.94M 1.44%
100,116
+695
19
$8.88M 1.43%
85,009
+435
20
$8.61M 1.39%
237,330
-24
21
$8.57M 1.38%
362,913
-2,019
22
$8.52M 1.37%
162,726
-1,217
23
$8.5M 1.37%
116,964
+1,450
24
$8.47M 1.37%
113,941
+811
25
$7.94M 1.28%
31,141
-275
1
2 3 4 5