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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.6M
3
+$3.14M
4
INTC icon
Intel
INTC
+$2.87M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.81M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$2.06M
5
APTV icon
Aptiv
APTV
+$1.83M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.51M 1.19%
145,990
-662
27
$9.26M 1.15%
5,373
-23
28
$8.91M 1.11%
67,978
+952
29
$8.81M 1.1%
203,450
+72,495
30
$8.7M 1.08%
44,712
+605
31
$8.43M 1.05%
91,461
-2,060
32
$8.04M 1%
83,360
+29,193
33
$7.14M 0.89%
139,785
-5,775
34
$7.11M 0.89%
216,127
-2,019
35
$7.01M 0.87%
94,505
-1,222
36
$6.93M 0.86%
140,628
+140
37
$6.76M 0.84%
121,492
-1,225
38
$6.74M 0.84%
107,566
+1,260
39
$6.64M 0.83%
77,610
+3,015
40
$6.63M 0.83%
51,540
+1,860
41
$6.53M 0.81%
41,627
+59
42
$6.27M 0.78%
40,658
-2,155
43
$6.09M 0.76%
122,088
-23,650
44
$6.09M 0.76%
297,690
+224,965
45
$6.09M 0.76%
55,134
-220
46
$5.97M 0.74%
21,162
-885
47
$5.91M 0.74%
103,763
-3,020
48
$5.88M 0.73%
59,097
+1,275
49
$5.62M 0.7%
73,098
-387
50
$5.4M 0.67%
33,883
-1,181
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