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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$922K 0.15%
18,580
102
$913K 0.15%
+4,961
103
$865K 0.14%
11,820
104
$847K 0.14%
26,915
+17,670
105
$841K 0.13%
29,700
-25,575
106
$836K 0.13%
35,720
-38,180
107
$833K 0.13%
62,754
+5,002
108
$833K 0.13%
10,987
-1,300
109
$821K 0.13%
12,383
+58
110
$818K 0.13%
18,915
+625
111
$815K 0.13%
8,815
-400
112
$804K 0.13%
9,375
113
$804K 0.13%
88,855
+73,695
114
$796K 0.13%
18,775
115
$784K 0.13%
5,418
+40
116
$736K 0.12%
+27,335
117
$731K 0.12%
11,459
118
$696K 0.11%
4,565
+2,065
119
$690K 0.11%
+9,305
120
$680K 0.11%
6,953
+100
121
$674K 0.11%
27,687
122
$666K 0.11%
15,005
123
$662K 0.11%
9,745
124
$650K 0.1%
5,281
-515
125
$635K 0.1%
+75,000
3 4
5
6 7