IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$9.87M 0.56%
65,580
+315
52
$9.68M 0.55%
148,373
-30,120
53
$9.67M 0.55%
249,330
+6,390
54
$9.47M 0.54%
74,530
+23,684
55
$9.37M 0.53%
234,940
+38,275
56
$9.25M 0.53%
66,137
+1,791
57
$9.16M 0.52%
82,204
-100
58
$8.96M 0.51%
33,405
-5,699
59
$8.03M 0.46%
66,744
+4,145
60
$7.86M 0.45%
283,872
-7,725
61
$7.8M 0.44%
46,407
+12,355
62
$7.75M 0.44%
47,845
+255
63
$7.69M 0.44%
16,392
+220
64
$6.55M 0.37%
276,480
+21,055
65
$6.31M 0.36%
64,463
-8,583
66
$6.3M 0.36%
26,593
+50
67
$6.15M 0.35%
13,206
+100
68
$6.1M 0.35%
51,100
+31,210
69
$5.9M 0.34%
16,111
+395
70
$5.79M 0.33%
10,867
-11,873
71
$5.75M 0.33%
+10,281
72
$5.38M 0.31%
14,587
-575
73
$5.26M 0.3%
15,070
+3,847
74
$5.08M 0.29%
40,663
+21,706
75
$4.98M 0.28%
551,720
+35,900
1 2
3
4 5