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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.13M 1.14%
72,321
+225
27
$7M 1.12%
140,780
-15,685
28
$6.94M 1.11%
190,410
+345
29
$6.84M 1.09%
85,970
-6,495
30
$6.78M 1.09%
117,010
+575
31
$6.75M 1.08%
29,691
-390
32
$6.68M 1.07%
106,683
+1,140
33
$6.52M 1.04%
61,543
-261
34
$6.36M 1.02%
102,661
+1,048
35
$6.26M 1%
73,297
36
$6.08M 0.97%
4,869
+5
37
$6.08M 0.97%
110,076
-225
38
$5.89M 0.94%
61,515
+360
39
$5.78M 0.93%
107,856
-90
40
$5.69M 0.91%
61,896
+260
41
$5.68M 0.91%
69,653
+3,360
42
$5.57M 0.89%
109,856
-25
43
$5.57M 0.89%
228,601
-9,540
44
$5.32M 0.85%
71,969
-223
45
$5.17M 0.83%
155,430
-4,650
46
$5.16M 0.83%
116,730
+1,425
47
$4.89M 0.78%
40,826
48
$4.89M 0.78%
66,444
+5,450
49
$4.69M 0.75%
30,022
-3,414
50
$4.63M 0.74%
27,766
-184
1
2
3 4 5