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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$4.15M
2
+$4.13M
3
+$3.87M
4
HTZ icon
Hertz
HTZ
+$3.69M
5
SCHW icon
Charles Schwab
SCHW
+$3.07M

Top Sells

1
+$16.1M
2
+$5.53M
3
+$3.83M
4
TMO icon
Thermo Fisher Scientific
TMO
+$3.23M
5
GS icon
Goldman Sachs
GS
+$3.08M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$124M 8.78%
644,688
-10,539
2
$71.1M 5.03%
189,025
-299
3
$62.6M 4.43%
100,191
-1,119
4
$60.6M 4.29%
171,341
-995
5
$55.3M 3.91%
92,727
-593
6
$49.4M 3.5%
325,321
+1,459
7
$47.4M 3.35%
338,991
+4,582
8
$43.9M 3.1%
66,483
-463
9
$38.2M 2.7%
270,888
-12,675
10
$34.4M 2.43%
694,880
+20,500
11
$32M 2.27%
91,315
-603
12
$28.7M 2.03%
49,199
-193
13
$22.5M 1.59%
175,274
-1,583
14
$22.4M 1.58%
71,462
-98
15
$21.6M 1.53%
120,434
-944
16
$19.9M 1.4%
166,766
+109
17
$19.2M 1.36%
112,910
-3,646
18
$18.9M 1.34%
81,292
+191
19
$17M 1.21%
90,950
+981
20
$16.5M 1.17%
1,980,923
+495,935
21
$16.5M 1.16%
10,478
-547
22
$16.1M 1.14%
68,126
-706
23
$15.8M 1.12%
109,573
-1,128
24
$15.7M 1.11%
79,628
-183
25
$15.6M 1.11%
39,133
-5,346
1
2 3 4 5