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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.7M 0.6%
71,223
+2,770
52
$5.58M 0.58%
25,941
-450
53
$5.58M 0.58%
112,290
+998
54
$5.21M 0.55%
30,824
+3,849
55
$5.14M 0.54%
26,095
+1,255
56
$5.05M 0.53%
34,839
-380
57
$4.94M 0.52%
28,245
+180
58
$4.92M 0.51%
44,820
59
$4.85M 0.51%
18,076
-944
60
$4.5M 0.47%
17,022
+37
61
$4.27M 0.45%
83,900
62
$4.01M 0.42%
70,355
-1,050
63
$3.99M 0.42%
36,050
+825
64
$3.95M 0.41%
46,954
-85
65
$3.71M 0.39%
178,650
-41,815
66
$3.64M 0.38%
17,085
+11,627
67
$3.63M 0.38%
109,268
+8,305
68
$3.55M 0.37%
26,910
-534
69
$3.24M 0.34%
46,315
-375
70
$3.21M 0.34%
15,483
71
$3.14M 0.33%
93,835
-19,286
72
$3.1M 0.32%
75,464
-47
73
$3.1M 0.32%
37,812
74
$2.73M 0.29%
26,480
+6,980
75
$2.7M 0.28%
134,884
-4,452
1 2
3
4 5