IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.25M
3
+$3.46M
4
CSCO icon
Cisco
CSCO
+$3.32M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.1M

Top Sells

1
+$3.79M
2
+$2.6M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$2.27M
5
DLX icon
Deluxe
DLX
+$2.22M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.31%
9,955
77
$2.31M 0.29%
35,993
-20,500
78
$2.27M 0.28%
36,335
-15,588
79
$2.18M 0.27%
23,670
-2,370
80
$2.15M 0.27%
7,152
-3,568
81
$2.1M 0.26%
46,465
+1,667
82
$2.09M 0.26%
37,156
+905
83
$2.08M 0.26%
103,633
84
$1.88M 0.23%
36,229
-3,275
85
$1.85M 0.23%
28,170
+1,335
86
$1.81M 0.23%
18,605
-490
87
$1.8M 0.22%
16,839
-4,635
88
$1.74M 0.22%
54,091
-11,000
89
$1.59M 0.2%
19,800
90
$1.56M 0.19%
+62,179
91
$1.46M 0.18%
10,897
-7,269
92
$1.45M 0.18%
37,735
-46,537
93
$1.45M 0.18%
3,689
+670
94
$1.3M 0.16%
4,000
95
$1.24M 0.15%
4,955
+1,634
96
$1.18M 0.15%
24,941
-1,900
97
$1.16M 0.14%
27,358
98
$1.15M 0.14%
26,400
99
$1.14M 0.14%
18,005
-500
100
$1.11M 0.14%
33,120
-1,720
2 3
4
5 6