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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.5M 0.12%
5,980
-23
102
$1.49M 0.12%
+74,257
103
$1.44M 0.11%
24,863
-10,027
104
$1.39M 0.11%
12,889
105
$1.37M 0.11%
16,546
-267
106
$1.34M 0.11%
9,170
107
$1.33M 0.11%
17,797
-300
108
$1.31M 0.1%
23,485
109
$1.3M 0.1%
17,573
-567
110
$1.22M 0.1%
+44,624
111
$1.19M 0.09%
15,183
-132
112
$1.18M 0.09%
1,820
-150
113
$1.14M 0.09%
2,671
114
$1.14M 0.09%
19,925
+75
115
$1.04M 0.08%
14,962
-22,872
116
$1.03M 0.08%
9,250
-390
117
$1.02M 0.08%
+400
118
$1.01M 0.08%
18,665
-450
119
$969K 0.08%
29,202
-6,161
120
$917K 0.07%
11,040
121
$910K 0.07%
17,264
-30,467
122
$869K 0.07%
8,515
123
$857K 0.07%
3,336
+100
124
$840K 0.07%
23,639
125
$816K 0.06%
7,511
-262
3 4
5
6 7