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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$10.3M 0.56%
71,350
-5,737
52
$10.3M 0.56%
22,740
+4,048
53
$9.51M 0.52%
291,597
+2,490
54
$9.26M 0.5%
35,531
+950
55
$8.73M 0.48%
242,940
+160
56
$8.52M 0.46%
47,946
-6,631
57
$8.19M 0.45%
73,046
-48,038
58
$8.15M 0.44%
196,665
+83,045
59
$8.1M 0.44%
255,425
+53,290
60
$8.08M 0.44%
47,590
-650
61
$8.01M 0.44%
82,304
-75
62
$7.66M 0.42%
127,010
+13,515
63
$7.11M 0.39%
50,846
+26,582
64
$6.93M 0.38%
62,599
+415
65
$6.85M 0.37%
16,172
-1,465
66
$6.34M 0.35%
34,052
-118
67
$6.23M 0.34%
26,543
-75
68
$6.11M 0.33%
15,716
+183
69
$6.05M 0.33%
515,820
+181,600
70
$5.75M 0.31%
67,643
-140
71
$5.72M 0.31%
32,659
+8,634
72
$5.71M 0.31%
14,508
-520
73
$5.62M 0.31%
15,162
74
$5.49M 0.3%
13,106
+85
75
$5.03M 0.27%
76,171
+40,130
1 2
3
4 5