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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.74M 0.26%
9,375
-100
77
$4.71M 0.26%
57,444
+7,905
78
$4.66M 0.25%
30,633
-9,182
79
$4.65M 0.25%
105,914
-114,478
80
$4.58M 0.25%
60,587
-925
81
$4.32M 0.23%
14,893
-150
82
$4.23M 0.23%
71,527
-133
83
$4.06M 0.22%
61,190
+195
84
$3.8M 0.21%
31,480
+5,726
85
$3.8M 0.21%
11,223
-28
86
$3.74M 0.2%
34,011
-9,579
87
$3.53M 0.19%
15,391
+485
88
$3.41M 0.19%
42,641
-287
89
$3.39M 0.18%
26,908
-3,792
90
$3.29M 0.18%
39,070
+14,174
91
$3.2M 0.17%
14,575
-100
92
$3.13M 0.17%
51,850
93
$3.11M 0.17%
52,035
-42,651
94
$3.06M 0.17%
40,011
-400
95
$2.94M 0.16%
51,909
+1,849
96
$2.93M 0.16%
14,225
97
$2.73M 0.15%
24,154
-75
98
$2.71M 0.15%
18,957
+11,270
99
$2.7M 0.15%
11,695
-50
100
$2.64M 0.14%
3,806
+598
2 3
4
5 6