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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.67M 0.43%
93,130
-240
77
$2.59M 0.42%
291,641
+30,189
78
$2.58M 0.41%
47,665
-185
79
$2.56M 0.41%
45,766
+550
80
$2.27M 0.36%
28,772
+2,195
81
$2.25M 0.36%
49,736
82
$2.06M 0.33%
27,990
83
$1.95M 0.31%
43,104
-2,900
84
$1.9M 0.3%
15,760
-268
85
$1.77M 0.28%
45,075
86
$1.74M 0.28%
28,675
-875
87
$1.73M 0.28%
20,245
-165
88
$1.7M 0.27%
53,050
+6,540
89
$1.63M 0.26%
40,931
90
$1.49M 0.24%
17,115
+2,075
91
$1.48M 0.24%
30,255
+1,800
92
$1.41M 0.23%
9,975
93
$1.32M 0.21%
13,205
+50
94
$1.31M 0.21%
57,160
-950
95
$1.29M 0.21%
14,675
+385
96
$1.14M 0.18%
11,020
-340
97
$1.12M 0.18%
29,395
-16,300
98
$982K 0.16%
11,098
+1,180
99
$933K 0.15%
29,365
+950
100
$926K 0.15%
28,404
+404
2 3
4
5 6