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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.18M 0.66%
35,064
+1,632
52
$5.67M 0.61%
73,485
+574
53
$5.57M 0.59%
28,623
-663
54
$5.36M 0.57%
27,990
55
$5.06M 0.54%
56,493
-14,146
56
$4.92M 0.52%
84,400
57
$4.8M 0.51%
33,234
-679
58
$4.8M 0.51%
84,272
-8,250
59
$4.7M 0.5%
32,190
+1,440
60
$4.53M 0.48%
66,866
+703
61
$4.43M 0.47%
29,530
+290
62
$4.01M 0.43%
51,923
-13,405
63
$3.99M 0.43%
24,510
+980
64
$3.92M 0.42%
76,080
-2,690
65
$3.87M 0.41%
58,000
+2,410
66
$3.79M 0.41%
383,835
-7,132
67
$3.79M 0.4%
10,720
-476
68
$3.77M 0.4%
45,290
-200
69
$3.66M 0.39%
50,200
-100
70
$3.6M 0.38%
33,513
71
$3.57M 0.38%
16,050
72
$3.46M 0.37%
18,166
-1,941
73
$3.42M 0.37%
46,664
+1,100
74
$3.29M 0.35%
78,639
-2,311
75
$3.03M 0.32%
85,808
+2,460
1 2
3
4 5