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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$716K
3
+$551K
4
BGS icon
B&G Foods
BGS
+$414K
5
AAL icon
American Airlines Group
AAL
+$330K

Top Sells

1
+$1.16M
2
+$612K
3
+$510K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$496K
5
META icon
Meta Platforms (Facebook)
META
+$447K

Sector Composition

1 Technology 31.02%
2 Healthcare 22.13%
3 Industrials 9.52%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.33M 0.4%
82,563
-417
77
$2.15M 0.37%
19,990
+640
78
$2.08M 0.36%
1,725
+45
79
$2.03M 0.35%
23,965
-697
80
$1.99M 0.34%
48,600
-6,743
81
$1.94M 0.33%
59,225
+12,650
82
$1.91M 0.33%
13,360
-325
83
$1.79M 0.31%
14,247
-620
84
$1.79M 0.31%
28,802
85
$1.72M 0.3%
25,982
86
$1.69M 0.29%
16,478
+300
87
$1.65M 0.28%
15,390
+790
88
$1.63M 0.28%
13,805
+400
89
$1.57M 0.27%
32,350
+500
90
$1.55M 0.27%
37,280
+10
91
$1.41M 0.24%
12,987
-1,100
92
$1.4M 0.24%
24,375
-500
93
$1.37M 0.24%
30,015
-1,125
94
$1.22M 0.21%
12,200
-100
95
$1.17M 0.2%
44,090
96
$1.16M 0.2%
12,375
97
$1.13M 0.19%
+13,750
98
$1.08M 0.19%
17,775
99
$1.05M 0.18%
42,295
-24,600
100
$992K 0.17%
17,775
2 3
4
5 6