IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$4.86M 0.28%
9,275
-100
77
$4.81M 0.27%
63,283
-12,888
78
$4.65M 0.26%
14,893
79
$4.49M 0.26%
70,663
+10,076
80
$4.48M 0.25%
72,534
+1,007
81
$4.08M 0.23%
97,689
-8,225
82
$3.97M 0.23%
26,481
-4,152
83
$3.93M 0.22%
+109,712
84
$3.87M 0.22%
43,031
+390
85
$3.85M 0.22%
34,812
+801
86
$3.72M 0.21%
68,518
+875
87
$3.72M 0.21%
36,180
+4,700
88
$3.61M 0.21%
14,500
-75
89
$3.36M 0.19%
14,343
-165
90
$3.33M 0.19%
16,226
+835
91
$3.33M 0.19%
60,595
-595
92
$3.24M 0.18%
39,147
-18,297
93
$3.2M 0.18%
24,154
94
$3.12M 0.18%
51,185
-724
95
$3.09M 0.18%
14,225
96
$2.97M 0.17%
85,186
+40,545
97
$2.96M 0.17%
39,510
-501
98
$2.96M 0.17%
123,631
+212
99
$2.78M 0.16%
25,268
-1,640
100
$2.76M 0.16%
4,170
+364
2 3
4
5 6