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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.1M 1.12%
70,902
-963
27
$11.5M 1.07%
47,908
-1,372
28
$11.2M 1.04%
5,444
-175
29
$10.8M 1%
89,495
-2,070
30
$10.5M 0.98%
135,510
-1,575
31
$10.2M 0.94%
76,763
-1,025
32
$9.61M 0.89%
94,809
-325
33
$9.52M 0.88%
68,310
-950
34
$9.35M 0.87%
50,935
-1,540
35
$9.15M 0.85%
106,991
-100
36
$9.1M 0.84%
60,200
-5,130
37
$8.85M 0.82%
212,259
38
$8.73M 0.81%
98,938
-2,250
39
$8.5M 0.79%
40,482
-580
40
$7.92M 0.73%
59,076
-1,065
41
$7.43M 0.69%
39,535
-425
42
$7.27M 0.67%
53,221
-2,056
43
$7.11M 0.66%
80,348
-1,020
44
$7.1M 0.66%
81,831
-480
45
$6.94M 0.64%
238,393
+106,865
46
$6.71M 0.62%
34,585
-1,275
47
$6.51M 0.6%
68,751
+245
48
$6.46M 0.6%
42,099
-1,520
49
$6.42M 0.59%
109,726
-1,600
50
$6.16M 0.57%
34,431
-1,185
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