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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.04M 0.11%
4,000
102
$1.04M 0.11%
22,844
-7,360
103
$978K 0.1%
3,339
-2,554
104
$966K 0.1%
11,525
+600
105
$956K 0.1%
17,330
-345
106
$949K 0.1%
6,255
+50
107
$941K 0.1%
12,605
-250
108
$932K 0.1%
24,615
-1,450
109
$906K 0.09%
7,148
110
$902K 0.09%
+25,848
111
$885K 0.09%
17,425
-600
112
$885K 0.09%
10,437
+453
113
$873K 0.09%
6,406
-50
114
$871K 0.09%
8,875
115
$843K 0.09%
5,035
-2,526
116
$840K 0.09%
3,416
-103
117
$825K 0.09%
33,896
+3,886
118
$819K 0.09%
10,910
-6,140
119
$807K 0.08%
7,965
+3,020
120
$798K 0.08%
+12,862
121
$793K 0.08%
11,060
+400
122
$768K 0.08%
+8,770
123
$753K 0.08%
+14,241
124
$709K 0.07%
172,600
+13,600
125
$704K 0.07%
17,825
-532
3 4
5
6 7