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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.78M 0.54%
17,076
-725
52
$5.69M 0.53%
24,335
-1,256
53
$5.66M 0.52%
31,325
-138
54
$5.6M 0.52%
44,820
55
$5.55M 0.51%
28,170
56
$5.54M 0.51%
42,140
+865
57
$5.41M 0.5%
18,117
+370
58
$5.35M 0.5%
85,474
-2,198
59
$5.32M 0.49%
28,040
-455
60
$4.96M 0.46%
33,655
-868
61
$4.83M 0.45%
83,900
62
$4.71M 0.44%
92,665
-50,866
63
$4.1M 0.38%
47,204
+250
64
$4.01M 0.37%
34,293
+1,841
65
$3.86M 0.36%
17,027
-1,185
66
$3.72M 0.34%
+94,505
67
$3.62M 0.34%
68,280
-1,775
68
$3.42M 0.32%
124,012
-8,561
69
$3.41M 0.32%
23,555
+2,492
70
$3.25M 0.3%
43,762
-1,333
71
$3.22M 0.3%
+108,255
72
$3.15M 0.29%
37,662
73
$3.14M 0.29%
24,515
-2,526
74
$3.04M 0.28%
15,383
-100
75
$3.01M 0.28%
+18,673
1 2
3
4 5