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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.89M 0.53%
27,990
-90
52
$6.61M 0.51%
18,557
-410
53
$6.49M 0.5%
35,530
-200
54
$6.26M 0.48%
97,815
-99,330
55
$6M 0.46%
21,099
-150
56
$5.96M 0.46%
19,535
-60,760
57
$5.76M 0.45%
14,362
-175
58
$5.6M 0.43%
47,431
-62,115
59
$5.57M 0.43%
34,585
+4,964
60
$5.44M 0.42%
94,719
-19,429
61
$5.43M 0.42%
20,977
-735
62
$5.28M 0.41%
37,850
+5,265
63
$5.12M 0.4%
42,747
-12,595
64
$5.07M 0.39%
35,841
-16,295
65
$4.51M 0.35%
64,277
-3,363
66
$4.46M 0.34%
47,945
+1,160
67
$4.27M 0.33%
+19,140
68
$3.84M 0.3%
48,735
-51,820
69
$3.76M 0.29%
59,538
+3,631
70
$3.69M 0.29%
4,900
+282
71
$3.56M 0.28%
1,526
-26
72
$3.54M 0.27%
9,510
-280
73
$3.5M 0.27%
41,502
-180
74
$3.42M 0.26%
18,511
-3,755
75
$3.36M 0.26%
15,636
+640
1 2
3
4 5