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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.24M
3
+$2.7M
4
META icon
Meta Platforms (Facebook)
META
+$2.25M
5
GPN icon
Global Payments
GPN
+$2.16M

Top Sells

1
+$13.1M
2
+$2.88M
3
+$1.72M
4
MA icon
Mastercard
MA
+$1.61M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.28M 0.14%
26,400
102
$1.22M 0.13%
+9,655
103
$1.16M 0.13%
24,841
-100
104
$1.14M 0.12%
4,000
105
$1.14M 0.12%
17,675
106
$1.11M 0.12%
7,561
-3,336
107
$1.1M 0.12%
5,458
-14,361
108
$1.03M 0.11%
12,855
109
$1.01M 0.11%
+6,151
110
$983K 0.11%
6,205
+100
111
$943K 0.1%
8,625
112
$936K 0.1%
18,025
-1,190
113
$936K 0.1%
28,797
114
$899K 0.1%
8,098
+100
115
$895K 0.1%
4,662
+1,122
116
$884K 0.1%
8,875
117
$875K 0.09%
6,456
-300
118
$857K 0.09%
3,519
-199
119
$840K 0.09%
9,984
120
$837K 0.09%
7,148
121
$827K 0.09%
2,013
+180
122
$812K 0.09%
10,925
123
$773K 0.08%
26,065
-675
124
$736K 0.08%
30,010
125
$731K 0.08%
10,660
3 4
5
6 7