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
$574M
AUM Growth
-$47.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
174
New
Increased
Reduced
Closed

Top Buys

1
+$6.4M
2
+$6.35M
3
+$3.6M
4
PAYX icon
Paychex
PAYX
+$3.36M
5
DAL icon
Delta Air Lines
DAL
+$2.27M

Top Sells

1
+$5.49M
2
+$5.32M
3
+$4.31M
4
PLL
PALL CORP
PLL
+$3.98M
5
XRX icon
Xerox
XRX
+$3.59M

Sector Composition

1 Healthcare 24.79%
2 Technology 23.97%
3 Communication Services 10.42%
4 Consumer Discretionary 10.21%
5 Industrials 8.73%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.6M 5.34%
1,111,364
+3,932
2
$25.7M 4.48%
824,560
-18,500
3
$25.3M 4.41%
281,763
-5,778
4
$14.7M 2.56%
332,256
+3,475
5
$13.9M 2.42%
228,316
+50
6
$13.3M 2.32%
150,170
+20
7
$11M 1.91%
76,021
+200
8
$10.9M 1.9%
162,664
-27,343
9
$10.4M 1.81%
111,464
+1,135
10
$10.1M 1.76%
102,873
+3,180
11
$9.77M 1.7%
232,920
-150
12
$9.67M 1.68%
98,525
-25
13
$9.65M 1.68%
52,161
+5
14
$9.65M 1.68%
83,552
-3,865
15
$9.39M 1.64%
114,229
-1,210
16
$9.3M 1.62%
84,744
-270
17
$8.52M 1.48%
165,120
+4,000
18
$8.13M 1.42%
56,491
+55
19
$8.09M 1.41%
172,200
+15,975
20
$7.66M 1.33%
70,806
-705
21
$7.54M 1.31%
131,164
-30,136
22
$7.1M 1.24%
235,586
-173
23
$7.02M 1.22%
114,114
-450
24
$6.9M 1.2%
49,903
+450
25
$6.8M 1.18%
151,620
+50,535
1
2 3 4 5