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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.24M
3
+$2.7M
4
META icon
Meta Platforms (Facebook)
META
+$2.25M
5
GPN icon
Global Payments
GPN
+$2.16M

Top Sells

1
+$13.1M
2
+$2.88M
3
+$1.72M
4
MA icon
Mastercard
MA
+$1.61M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.72M 0.62%
19,020
-2,142
52
$5.49M 0.59%
111,292
-10,200
53
$5.43M 0.59%
68,453
+639
54
$5.41M 0.58%
34,260
+405
55
$5.36M 0.58%
52,934
+43,754
56
$5.34M 0.58%
28,065
+75
57
$4.9M 0.53%
113,121
58
$4.66M 0.5%
44,820
-470
59
$4.57M 0.49%
35,225
+237
60
$4.51M 0.49%
26,975
+130
61
$4.36M 0.47%
24,840
+7,415
62
$4.28M 0.46%
220,465
-77,225
63
$4.2M 0.45%
83,900
-500
64
$4M 0.43%
16,985
-6,856
65
$3.83M 0.41%
71,405
-500
66
$3.76M 0.41%
47,039
67
$3.7M 0.4%
27,444
-1,548
68
$3.41M 0.37%
18,995
-72,776
69
$3.34M 0.36%
100,963
+7,600
70
$3.18M 0.34%
50,200
71
$3.07M 0.33%
37,812
72
$3.04M 0.33%
75,511
-737
73
$2.94M 0.32%
15,483
-25
74
$2.81M 0.3%
46,690
-12,789
75
$2.59M 0.28%
139,336
-74,364
1 2
3
4 5