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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$13.3M 1.03%
70,785
+1,080
27
$12.7M 0.98%
+39,819
28
$12.6M 0.98%
83,828
-680
29
$12.6M 0.98%
289,878
-2,125
30
$12.1M 0.93%
90,750
-1,110
31
$11.8M 0.91%
41,391
-600
32
$11.5M 0.89%
73,178
-3,375
33
$11.5M 0.89%
46,043
-3,029
34
$11.1M 0.86%
65,069
+3,504
35
$10.7M 0.82%
797,960
+4,760
36
$10.6M 0.82%
126,775
-2,190
37
$9.77M 0.76%
40,112
-220
38
$9.71M 0.75%
54,970
-10
39
$9.18M 0.71%
34,190
+1
40
$9.14M 0.71%
48,936
-610
41
$8.61M 0.67%
79,601
-14,766
42
$8.39M 0.65%
162,225
-2,135
43
$8.22M 0.64%
38,821
-902
44
$7.96M 0.62%
41,251
-4,170
45
$7.57M 0.59%
102,852
+125
46
$7.48M 0.58%
39,767
-1,275
47
$7.26M 0.56%
84,946
+1,000
48
$7.24M 0.56%
227,925
-12,550
49
$7M 0.54%
31,738
+300
50
$6.96M 0.54%
119,609
-2,968
1
2
3 4 5