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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 0.99%
121,636
-1,755
27
$12.3M 0.97%
110,701
-3,714
28
$11.4M 0.9%
54,980
-1,399
29
$11.1M 0.87%
71,047
-13,815
30
$11M 0.87%
65,014
-1,541
31
$10.8M 0.85%
69,557
-19,670
32
$10.8M 0.85%
1,484,988
+103,864
33
$10.4M 0.82%
150,220
-10,879
34
$10.3M 0.81%
44,953
-19,720
35
$10.1M 0.8%
37,121
-1,211
36
$10.1M 0.8%
48,790
-3,676
37
$9.67M 0.76%
3,136
-6
38
$9.48M 0.75%
35,770
-1,034
39
$9.38M 0.74%
46,059
-940
40
$9.32M 0.73%
13,474
-600
41
$9.14M 0.72%
169,973
-2,277
42
$9.12M 0.72%
156,056
-23,066
43
$8.69M 0.68%
71,084
-1,240
44
$8.5M 0.67%
21,468
+4,008
45
$8.4M 0.66%
28,725
+50
46
$8.31M 0.65%
55,716
-755
47
$8.24M 0.65%
80,929
-1,586
48
$7.81M 0.62%
145,001
-11,200
49
$7.6M 0.6%
28,260
-2,031
50
$7.53M 0.59%
21,508
-18,185
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