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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$716K
3
+$551K
4
BGS icon
B&G Foods
BGS
+$414K
5
AAL icon
American Airlines Group
AAL
+$330K

Top Sells

1
+$1.16M
2
+$612K
3
+$510K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$496K
5
META icon
Meta Platforms (Facebook)
META
+$447K

Sector Composition

1 Technology 31.02%
2 Healthcare 22.13%
3 Industrials 9.52%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.44M 1.27%
240,672
+1,352
27
$7.21M 1.23%
162,490
+100
28
$6.1M 1.05%
75,244
-781
29
$6.03M 1.03%
67,490
-475
30
$6.02M 1.03%
35,575
-1,800
31
$5.98M 1.02%
69,641
+1,625
32
$5.95M 1.02%
105,443
+825
33
$5.89M 1.01%
49,728
+885
34
$5.85M 1%
496,695
+1,950
35
$5.5M 0.94%
54,148
+125
36
$5.43M 0.93%
63,645
+225
37
$5.11M 0.87%
73,393
-484
38
$5.02M 0.86%
75,173
+55
39
$5M 0.86%
152,637
+1,309
40
$4.88M 0.83%
93,010
-1,600
41
$4.76M 0.82%
92,373
+1,175
42
$4.69M 0.8%
120,944
-1,170
43
$4.62M 0.79%
44,852
+175
44
$4.59M 0.79%
96,133
+300
45
$4.39M 0.75%
28,431
+420
46
$4.33M 0.74%
115,486
-1,900
47
$4.28M 0.73%
57,750
-50
48
$4.23M 0.72%
54,903
-500
49
$4.21M 0.72%
107,268
+415
50
$4.13M 0.71%
52,607
-1,000
1
2
3 4 5