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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$716K
3
+$551K
4
BGS icon
B&G Foods
BGS
+$414K
5
AAL icon
American Airlines Group
AAL
+$330K

Top Sells

1
+$1.16M
2
+$612K
3
+$510K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$496K
5
META icon
Meta Platforms (Facebook)
META
+$447K

Sector Composition

1 Technology 31.02%
2 Healthcare 22.13%
3 Industrials 9.52%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.68%
12,636
-67
52
$3.85M 0.66%
90,854
-5,173
53
$3.73M 0.64%
98,600
-2,475
54
$3.61M 0.62%
30,108
55
$3.6M 0.62%
85,000
56
$3.48M 0.6%
45,090
+7,145
57
$3.48M 0.6%
24,990
58
$3.45M 0.59%
45,720
+2,160
59
$3.34M 0.57%
31,942
-825
60
$3.33M 0.57%
82,181
+800
61
$3.31M 0.57%
27,905
+25
62
$3.24M 0.55%
38,386
-25
63
$3.16M 0.54%
57,229
-184
64
$3.07M 0.53%
123,430
65
$3.07M 0.53%
116,420
+600
66
$2.96M 0.51%
29,550
-2,625
67
$2.9M 0.5%
40,165
+800
68
$2.74M 0.47%
169,000
+10,200
69
$2.62M 0.45%
43,735
-3,625
70
$2.6M 0.45%
46,155
+1,025
71
$2.6M 0.45%
32,364
72
$2.49M 0.43%
50,809
-7,244
73
$2.48M 0.42%
53,206
-510
74
$2.41M 0.41%
168,600
75
$2.37M 0.41%
23,490
-150
1 2
3
4 5