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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.3M 0.14%
18,505
102
$1.29M 0.14%
20,665
103
$1.24M 0.13%
26,841
-600
104
$1.22M 0.13%
34,840
-650
105
$1.2M 0.13%
36,655
+4,025
106
$1.11M 0.12%
26,400
107
$1.02M 0.11%
4,013
+1
108
$987K 0.11%
8,875
109
$965K 0.1%
3,321
+11
110
$957K 0.1%
13,570
111
$932K 0.1%
4,155
112
$928K 0.1%
7,936
-175
113
$924K 0.1%
27,975
-500
114
$918K 0.1%
8,625
115
$915K 0.1%
5,755
+750
116
$913K 0.1%
29,169
117
$814K 0.09%
24,630
-100
118
$783K 0.08%
1,938
-5
119
$770K 0.08%
2,070
+45
120
$751K 0.08%
30,010
121
$724K 0.08%
10,810
-360
122
$696K 0.07%
6,446
-150
123
$690K 0.07%
7,165
124
$668K 0.07%
5,815
-135
125
$656K 0.07%
5,810
+2,390
3 4
5
6 7