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
$628M
AUM Growth
+$14.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
190
New
Increased
Reduced
Closed

Top Buys

1
+$1.62M
2
+$1.51M
3
+$1.48M
4
CCL icon
Carnival Corp
CCL
+$1.1M
5
HAR
Harman International Industries
HAR
+$1.04M

Top Sells

1
+$3.11M
2
+$1.62M
3
+$1.27M
4
TRMB icon
Trimble
TRMB
+$1.03M
5
DD icon
DuPont de Nemours
DD
+$961K

Sector Composition

1 Technology 24.54%
2 Healthcare 21.94%
3 Communication Services 12.17%
4 Consumer Discretionary 9.81%
5 Industrials 9.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.8M 4.9%
1,129,512
+28,036
2
$30.3M 4.82%
265,360
-5,650
3
$18.4M 2.93%
332,652
+895
4
$16.4M 2.61%
224,861
+595
5
$16.2M 2.57%
423,520
-600
6
$15.3M 2.43%
146,685
-450
7
$14.6M 2.32%
391,860
+1,880
8
$11.8M 1.89%
109,514
-250
9
$11.7M 1.86%
73,993
+10
10
$11.7M 1.86%
101,028
+190
11
$10.9M 1.73%
81,552
12
$10.4M 1.66%
111,274
-55
13
$10.4M 1.66%
225,830
-390
14
$9.33M 1.49%
83,694
+485
15
$9.25M 1.47%
190,065
+1,060
16
$9.21M 1.47%
56,612
+715
17
$8.82M 1.4%
96,010
+485
18
$8.55M 1.36%
114,069
-2,850
19
$8.11M 1.29%
210,220
+3,925
20
$8.11M 1.29%
172,475
+1,750
21
$8.05M 1.28%
51,196
-155
22
$7.51M 1.2%
232,041
+2
23
$7.5M 1.19%
252,560
+6,200
24
$7.31M 1.16%
92,465
-16,073
25
$7.27M 1.16%
48,463
-15
1
2 3 4 5