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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.63M 0.74%
55,552
+52
52
$4.57M 0.73%
91,035
53
$4.46M 0.72%
30,494
+613
54
$4.34M 0.7%
29,916
-805
55
$4.22M 0.68%
30,002
-100
56
$3.91M 0.63%
56,330
+2,933
57
$3.9M 0.62%
50,395
-205
58
$3.87M 0.62%
45,647
+57
59
$3.85M 0.62%
51,363
+410
60
$3.83M 0.61%
16,588
+1,216
61
$3.72M 0.6%
46,855
+1,380
62
$3.62M 0.58%
108,472
-294
63
$3.58M 0.57%
42,002
+30
64
$3.56M 0.57%
64,779
+2,126
65
$3.46M 0.55%
30,754
-80
66
$3.39M 0.54%
31,432
-111
67
$3.36M 0.54%
43,605
+295
68
$3.17M 0.51%
30,455
+1,750
69
$3.1M 0.5%
13,160
-50
70
$3.08M 0.49%
20,440
+4,331
71
$3.06M 0.49%
51,424
+1,329
72
$3M 0.48%
73,206
-150
73
$2.92M 0.47%
85,000
74
$2.75M 0.44%
38,365
-4,520
75
$2.71M 0.43%
11,199
-145
1 2
3
4 5