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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.19M 0.25%
56,250
-315
77
$3.08M 0.24%
12,036
-2,508
78
$2.7M 0.21%
37,510
-19,790
79
$2.56M 0.2%
+20,990
80
$2.44M 0.19%
+11,210
81
$2.34M 0.18%
1,588
-95
82
$2.31M 0.18%
63,743
-625
83
$2.23M 0.17%
+8,760
84
$2.1M 0.16%
19,405
-799
85
$2.06M 0.16%
+44,095
86
$1.9M 0.15%
44,426
-3,137
87
$1.87M 0.14%
28,892
+200
88
$1.81M 0.14%
+24,940
89
$1.75M 0.14%
11,019
-27,525
90
$1.67M 0.13%
7,572
91
$1.66M 0.13%
42,623
-56,635
92
$1.62M 0.13%
11,970
-33,114
93
$1.55M 0.12%
6,815
-257
94
$1.48M 0.11%
25,055
-924
95
$1.48M 0.11%
19,600
-400
96
$1.47M 0.11%
32,511
-456
97
$1.46M 0.11%
19,421
-1,891
98
$1.44M 0.11%
7,226
-310
99
$1.42M 0.11%
6,106
-3,599
100
$1.41M 0.11%
11,100
-370
2 3
4
5 6