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
1
$132M 7.54%
627,827
-68,328
2
$108M 6.16%
241,420
+786
3
$95.7M 5.46%
189,831
+2,786
4
$79.8M 4.55%
645,580
-14,060
5
$64.2M 3.66%
332,353
-21,351
6
$62.7M 3.58%
344,292
-2,287
7
$61.8M 3.52%
93,982
-7,441
8
$57.4M 3.28%
67,554
-584
9
$50M 2.85%
90,024
-4,899
10
$44.7M 2.55%
243,632
-32,456
11
$44.1M 2.51%
48,669
-651
12
$30.9M 1.76%
2,396,515
+271,481
13
$30.4M 1.73%
78,707
+265
14
$28.4M 1.62%
93,736
-277
15
$28.3M 1.61%
132,677
+728
16
$23.8M 1.36%
174,149
-680
17
$23.7M 1.35%
118,798
+345
18
$23.6M 1.35%
121,200
-772
19
$22.7M 1.3%
98,101
+1,327
20
$22M 1.26%
13,409
+761
21
$21.5M 1.23%
181,559
+478
22
$21M 1.2%
87,847
+315
23
$16.7M 0.96%
75,958
+2,431
24
$16.7M 0.95%
134,871
-240
25
$16M 0.91%
113,588
-346
1
2 3 4 5