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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.4M 1.19%
68,872
-106
27
$11.1M 1.17%
114,386
+1,518
28
$10.3M 1.08%
5,513
+141
29
$9.68M 1.01%
88,755
+1,055
30
$9.57M 1%
212,259
-1,075
31
$8.99M 0.94%
48,806
+4,144
32
$8.74M 0.92%
77,053
-701
33
$8.53M 0.89%
41,512
-115
34
$8.53M 0.89%
52,330
+200
35
$8.47M 0.89%
137,535
-150
36
$8.07M 0.85%
59,004
-133
37
$7.98M 0.84%
95,030
+525
38
$7.75M 0.81%
101,888
-350
39
$7.58M 0.79%
107,191
-250
40
$7.17M 0.75%
54,707
-238
41
$7.14M 0.75%
35,810
42
$7.02M 0.74%
62,805
+9,871
43
$6.92M 0.72%
39,885
+850
44
$6.58M 0.69%
141,411
+908
45
$6.33M 0.66%
41,354
+675
46
$6.3M 0.66%
111,026
-262
47
$6.22M 0.65%
85,772
-1,581
48
$6.03M 0.63%
66,066
-7,199
49
$5.97M 0.63%
82,093
-2,184
50
$5.9M 0.62%
34,416
+156
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