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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.6M
3
+$3.14M
4
INTC icon
Intel
INTC
+$2.87M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.81M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$2.06M
5
APTV icon
Aptiv
APTV
+$1.83M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$940K 0.12%
17,675
-615
102
$909K 0.11%
8,875
103
$896K 0.11%
9,180
+3,370
104
$894K 0.11%
28,797
-372
105
$893K 0.11%
19,215
-1,450
106
$877K 0.11%
7,998
+62
107
$867K 0.11%
12,855
-715
108
$858K 0.11%
6,756
-3,308
109
$836K 0.1%
6,105
+350
110
$835K 0.1%
9,984
-15,600
111
$822K 0.1%
8,625
112
$817K 0.1%
3,718
-295
113
$709K 0.09%
26,740
-9,915
114
$704K 0.09%
10,925
115
$696K 0.09%
+9,000
116
$685K 0.09%
1,833
-105
117
$668K 0.08%
2,070
118
$653K 0.08%
7,148
-17
119
$642K 0.08%
19,495
-5,135
120
$634K 0.08%
10,660
-150
121
$601K 0.07%
30,010
122
$594K 0.07%
21,175
-6,800
123
$591K 0.07%
3,540
-615
124
$586K 0.07%
5,307
-11,500
125
$565K 0.07%
5,010
-805
3 4
5
6 7