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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.24M
3
+$2.7M
4
META icon
Meta Platforms (Facebook)
META
+$2.25M
5
GPN icon
Global Payments
GPN
+$2.16M

Top Sells

1
+$13.1M
2
+$2.88M
3
+$1.72M
4
MA icon
Mastercard
MA
+$1.61M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11M 1.19%
68,978
+1,000
27
$10.3M 1.11%
112,868
+10
28
$9.8M 1.06%
87,700
+4,340
29
$9.37M 1.01%
5,372
-1
30
$8.78M 0.95%
137,685
-2,100
31
$8.62M 0.93%
213,334
-2,793
32
$8.48M 0.92%
44,662
-50
33
$8.22M 0.89%
41,627
34
$8.12M 0.88%
52,130
+590
35
$7.96M 0.86%
94,505
36
$7.83M 0.85%
77,754
+144
37
$7.17M 0.78%
107,441
-125
38
$7.13M 0.77%
140,503
-125
39
$6.83M 0.74%
59,137
+40
40
$6.79M 0.73%
84,277
-7,184
41
$6.73M 0.73%
54,945
-189
42
$6.69M 0.72%
35,810
+500
43
$6.64M 0.72%
26,391
-1,245
44
$6.54M 0.71%
87,353
-621
45
$6.53M 0.71%
40,679
+21
46
$6.31M 0.68%
73,265
+167
47
$6.12M 0.66%
35,219
+1,336
48
$6.1M 0.66%
39,035
+570
49
$5.83M 0.63%
102,238
-1,525
50
$5.75M 0.62%
111,288
-10,800
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