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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$7.28M 0.57%
51,887
-669
52
$6.87M 0.54%
64,853
+1,599
53
$6.84M 0.54%
71,487
-6,134
54
$6.81M 0.54%
87,624
+42,754
55
$6.57M 0.52%
240,470
-9,802
56
$6.46M 0.51%
121,263
+942
57
$6.1M 0.48%
20,187
-100
58
$6.07M 0.48%
221,798
+73,442
59
$5.79M 0.46%
23,028
+209
60
$5.74M 0.45%
223,233
-1,075
61
$5.68M 0.45%
37,534
+3,565
62
$5.65M 0.45%
33,349
-927
63
$5.51M 0.43%
24,102
-857
64
$5.35M 0.42%
27,183
-1,150
65
$5.29M 0.42%
76,261
+963
66
$5.01M 0.39%
18,953
+2,965
67
$4.9M 0.39%
9,676
-5,928
68
$4.84M 0.38%
28,895
-145
69
$4.82M 0.38%
9,555
+15
70
$4.34M 0.34%
11,651
-42
71
$4.3M 0.34%
15,664
-1,570
72
$4.16M 0.33%
+36,011
73
$3.85M 0.3%
87,667
+81,425
74
$3.52M 0.28%
30,710
-2,560
75
$3.39M 0.27%
65,655
-6,345
1 2
3
4 5