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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.94M 0.31%
38,137
-3,468
77
$2.65M 0.28%
9,955
78
$2.6M 0.28%
15,558
79
$2.55M 0.27%
19,800
-200
80
$2.55M 0.27%
21,474
-2,350
81
$2.55M 0.27%
+59,315
82
$2.54M 0.27%
103,633
83
$2.45M 0.26%
39,504
-200
84
$2.43M 0.26%
18,744
+49
85
$2.39M 0.26%
65,091
-9,842
86
$2.37M 0.25%
26,040
-1,725
87
$2.23M 0.24%
16,807
-865
88
$2.23M 0.24%
19,095
-5,793
89
$2.13M 0.23%
25,584
+7,479
90
$2.11M 0.23%
26,835
+2,910
91
$1.94M 0.21%
36,251
-695
92
$1.87M 0.2%
72,725
+7,525
93
$1.83M 0.2%
21,825
-250
94
$1.8M 0.19%
4,000
95
$1.71M 0.18%
18,290
96
$1.57M 0.17%
27,358
97
$1.54M 0.16%
29,255
+20,432
98
$1.53M 0.16%
10,064
-200
99
$1.42M 0.15%
3,019
-1,270
100
$1.34M 0.14%
6,252
2 3
4
5 6