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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.41M 0.11%
6,290
-8,300
102
$1.31M 0.1%
52,153
-4,178
103
$1.29M 0.1%
5,790
-3,210
104
$1.28M 0.1%
9,820
-380
105
$1.27M 0.1%
24,085
-1,125
106
$1.25M 0.1%
8,875
107
$1.24M 0.1%
5,862
-200
108
$1.24M 0.1%
13,935
-385
109
$1.18M 0.09%
9,280
-11,768
110
$1.18M 0.09%
4,202
-1,215
111
$1.1M 0.09%
2,772
-1,644
112
$1.04M 0.08%
7,375
-400
113
$1.03M 0.08%
10,520
114
$1.03M 0.08%
11,901
-1,234
115
$1.02M 0.08%
15,445
-130
116
$966K 0.07%
15,075
117
$937K 0.07%
+7,000
118
$900K 0.07%
+10,200
119
$879K 0.07%
5,775
-17,950
120
$876K 0.07%
14,300
121
$871K 0.07%
7,975
-2,675
122
$807K 0.06%
1,650
-100
123
$799K 0.06%
10,135
-400
124
$797K 0.06%
5,890
-295
125
$718K 0.06%
4,633
+55
3 4
5
6 7