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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$716K
3
+$551K
4
BGS icon
B&G Foods
BGS
+$414K
5
AAL icon
American Airlines Group
AAL
+$330K

Top Sells

1
+$1.16M
2
+$612K
3
+$510K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$496K
5
META icon
Meta Platforms (Facebook)
META
+$447K

Sector Composition

1 Technology 31.02%
2 Healthcare 22.13%
3 Industrials 9.52%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$976K 0.17%
13,710
-325
102
$958K 0.16%
23,319
+420
103
$838K 0.14%
10,250
+200
104
$813K 0.14%
11,920
-700
105
$802K 0.14%
22,100
-1,150
106
$797K 0.14%
9,300
+75
107
$772K 0.13%
30,837
-3,300
108
$763K 0.13%
29,800
109
$761K 0.13%
8,025
+350
110
$716K 0.12%
+3,189
111
$691K 0.12%
4,125
-2,185
112
$665K 0.11%
5,253
113
$635K 0.11%
12,746
-126
114
$604K 0.1%
26,360
-5,350
115
$590K 0.1%
27,425
-122
116
$556K 0.1%
12,425
117
$508K 0.09%
9,597
118
$489K 0.08%
5,703
+100
119
$480K 0.08%
5,660
120
$459K 0.08%
6,625
-405
121
$446K 0.08%
7,675
122
$441K 0.08%
7,900
123
$414K 0.07%
6,660
124
$408K 0.07%
5,700
125
$401K 0.07%
1,255
+225
3 4
5
6 7