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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.99M 0.28%
21,000
+12,810
77
$2.93M 0.27%
9,955
78
$2.81M 0.26%
47,600
79
$2.8M 0.26%
41,995
-1,540
80
$2.78M 0.26%
+4,865
81
$2.6M 0.24%
69,799
-4,400
82
$2.58M 0.24%
+59,860
83
$2.4M 0.22%
37,408
+16,614
84
$2.4M 0.22%
89,087
+1
85
$2.4M 0.22%
4,768
+439
86
$2.38M 0.22%
17,800
-1,600
87
$2.37M 0.22%
16,090
-225
88
$2.3M 0.21%
37,511
89
$2.25M 0.21%
38,091
90
$2.25M 0.21%
22,339
-1,400
91
$2.21M 0.21%
+83,385
92
$2.03M 0.19%
6,852
-148
93
$2.03M 0.19%
31,275
-1,658
94
$2.03M 0.19%
34,723
+7,240
95
$1.94M 0.18%
329,920
+102,120
96
$1.8M 0.17%
36,010
-2,400
97
$1.74M 0.16%
17,805
98
$1.69M 0.16%
+38,945
99
$1.6M 0.15%
26,400
100
$1.58M 0.15%
83,633
-20,000
2 3
4
5 6