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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$10.1M 1.08%
67,026
+590
27
$9.48M 1.01%
218,146
-1,575
28
$9.21M 0.98%
93,583
+1,595
29
$9.14M 0.98%
44,107
-5,463
30
$8.96M 0.96%
140,488
+1,575
31
$8.85M 0.94%
93,521
-3,653
32
$8.76M 0.93%
88,464
+180
33
$8.57M 0.91%
122,717
+1,740
34
$8.45M 0.9%
145,560
-90
35
$8.43M 0.9%
145,738
-5,795
36
$8.11M 0.87%
95,727
-750
37
$7.88M 0.84%
22,047
-100
38
$7.79M 0.83%
106,306
+250
39
$7.76M 0.83%
49,680
+1,255
40
$7.69M 0.82%
106,783
+1,050
41
$7.53M 0.8%
190,641
+5,031
42
$7.39M 0.79%
41,568
+1,255
43
$7.11M 0.76%
57,822
+1,714
44
$6.83M 0.73%
74,595
+2,755
45
$6.81M 0.73%
123,121
46
$6.61M 0.71%
54,167
+8,130
47
$6.5M 0.69%
36,010
-5,361
48
$6.44M 0.69%
42,813
+1,375
49
$6.37M 0.68%
130,955
+26,860
50
$6.19M 0.66%
55,354
-4,376
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