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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.35M 0.26%
+23,676
77
$3.14M 0.25%
60,962
-22,046
78
$3M 0.24%
34,531
-24,028
79
$2.94M 0.23%
9,089
+8,014
80
$2.93M 0.23%
96,315
-102,539
81
$2.86M 0.23%
64,617
-130
82
$2.82M 0.22%
42,652
-766
83
$2.8M 0.22%
29,773
+784
84
$2.6M 0.2%
26,829
-455
85
$2.51M 0.2%
22,716
+5,428
86
$2.47M 0.19%
11,212
-14,596
87
$2.42M 0.19%
52,595
88
$2.4M 0.19%
13,705
-50
89
$2.32M 0.18%
18,530
-100
90
$2.18M 0.17%
51,586
+1,575
91
$2.11M 0.17%
+110,350
92
$1.85M 0.15%
50,400
93
$1.83M 0.14%
21,078
+19,045
94
$1.66M 0.13%
6,313
95
$1.6M 0.13%
20,471
-17,600
96
$1.6M 0.13%
+60,189
97
$1.56M 0.12%
51,765
+336
98
$1.54M 0.12%
5,623
99
$1.53M 0.12%
+63,127
100
$1.51M 0.12%
+17,042
2 3
4
5 6