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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$18.6M 1.01%
63,030
-395
27
$15.6M 0.85%
66,719
-355
28
$15.4M 0.84%
47,405
-510
29
$15.2M 0.83%
178,493
-267
30
$15.1M 0.82%
47,806
+405
31
$14.9M 0.81%
28,625
32
$14.9M 0.81%
129,551
+14,623
33
$14.8M 0.8%
140,907
-3,196
34
$14.8M 0.8%
148,297
+11,341
35
$14.5M 0.79%
88,876
-1,298
36
$14.4M 0.78%
39,856
+345
37
$14M 0.76%
131,893
-267
38
$13.8M 0.75%
13,074
-25
39
$13.1M 0.71%
39,104
-210
40
$12.6M 0.69%
55,217
+485
41
$12.4M 0.67%
23,504
-305
42
$12.2M 0.66%
43,236
-526
43
$12M 0.66%
65,265
-3,041
44
$12M 0.65%
161,574
-6,280
45
$11.8M 0.64%
33,785
-30
46
$11M 0.6%
82,981
+1,153
47
$10.8M 0.59%
153,035
48
$10.7M 0.58%
64,346
-92
49
$10.6M 0.58%
31,010
+160
50
$10.6M 0.58%
117,253
-25
1
2
3 4 5