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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.14%
+17,385
102
$1.47M 0.14%
+37,626
103
$1.46M 0.14%
32,415
-79,630
104
$1.45M 0.13%
30,119
-2,070
105
$1.4M 0.13%
68,053
-16,172
106
$1.39M 0.13%
55,421
-2,366
107
$1.38M 0.13%
24,841
108
$1.34M 0.12%
+16,010
109
$1.34M 0.12%
45,358
+35,424
110
$1.33M 0.12%
4,122
-432
111
$1.26M 0.12%
+46,040
112
$1.26M 0.12%
10,108
-2,306
113
$1.18M 0.11%
13,380
-960
114
$1.15M 0.11%
29,097
115
$1.13M 0.1%
4,925
-700
116
$1.13M 0.1%
+404
117
$1.1M 0.1%
13,000
-17,915
118
$1.05M 0.1%
6,440
119
$1.01M 0.09%
11,845
-760
120
$990K 0.09%
16,211
-230
121
$984K 0.09%
8,875
122
$976K 0.09%
11,100
-600
123
$973K 0.09%
7,148
124
$946K 0.09%
6,406
125
$906K 0.08%
3,416
3 4
5
6 7