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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.6M 0.27%
47,600
-2,600
77
$2.59M 0.27%
23,395
78
$2.59M 0.27%
103,633
79
$2.46M 0.26%
36,406
+3,076
80
$2.43M 0.25%
9,955
81
$2.42M 0.25%
17,299
+9,201
82
$2.35M 0.25%
16,515
+101
83
$2.18M 0.23%
39,989
+12,119
84
$2.16M 0.23%
37,757
+1,947
85
$2.06M 0.22%
4,400
+255
86
$1.99M 0.21%
8,528
+1,431
87
$1.82M 0.19%
19,400
88
$1.81M 0.19%
19,558
-2,509
89
$1.73M 0.18%
38,091
-16,000
90
$1.73M 0.18%
13,978
+5,353
91
$1.61M 0.17%
39,685
-810
92
$1.61M 0.17%
+10,308
93
$1.56M 0.16%
62,179
94
$1.48M 0.16%
32,045
-200
95
$1.47M 0.15%
27,483
+125
96
$1.42M 0.15%
17,805
97
$1.35M 0.14%
26,400
98
$1.26M 0.13%
24,841
99
$1.12M 0.12%
5,465
+803
100
$1.07M 0.11%
29,097
+300
2 3
4
5 6