IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.25M
3
+$3.46M
4
CSCO icon
Cisco
CSCO
+$3.32M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.1M

Top Sells

1
+$3.79M
2
+$2.6M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$2.27M
5
DLX icon
Deluxe
DLX
+$2.22M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.28M 0.66%
35,310
-700
52
$5.21M 0.65%
27,636
-987
53
$5.08M 0.63%
38,465
+8,935
54
$4.94M 0.62%
67,814
+948
55
$4.93M 0.62%
87,974
-490
56
$4.9M 0.61%
113,121
-10,000
57
$4.52M 0.56%
33,855
+1,665
58
$4.5M 0.56%
23,841
+7,791
59
$4.47M 0.56%
27,990
60
$4.22M 0.53%
213,700
+23,059
61
$4.16M 0.52%
45,290
62
$4.05M 0.51%
34,988
+1,475
63
$4.05M 0.5%
19,819
+13,567
64
$3.71M 0.46%
26,845
+2,335
65
$3.66M 0.46%
59,479
+1,479
66
$3.66M 0.46%
84,400
67
$3.43M 0.43%
50,200
68
$3.4M 0.42%
47,039
+375
69
$3.25M 0.41%
71,905
-4,175
70
$3.16M 0.39%
76,248
-2,391
71
$3.15M 0.39%
28,992
-4,242
72
$2.82M 0.35%
93,363
+7,555
73
$2.8M 0.35%
+17,425
74
$2.75M 0.34%
15,508
-50
75
$2.49M 0.31%
37,812
-325
1 2
3
4 5