IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
– –
-9,000
227
– –
-1,845
228
– –
-2,510
229
– –
-7,981
230
– –
-6,400
231
– –
-11,928
232
– –
-17,827
6 7 8 9
10