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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.63M 0.14%
123,419
-6,967
102
$2.61M 0.14%
+19,890
103
$2.55M 0.14%
+14,430
104
$2.55M 0.14%
53,691
+625
105
$2.53M 0.14%
4,855
-1,370
106
$2.42M 0.13%
4,989
+3,555
107
$2.31M 0.13%
17,243
+20
108
$2.3M 0.13%
9,930
-300
109
$2.26M 0.12%
5,605
+205
110
$2.18M 0.12%
17,316
111
$2.08M 0.11%
5,733
-50
112
$2.06M 0.11%
19,296
-130
113
$2M 0.11%
18,950
-22,785
114
$2M 0.11%
+28,372
115
$1.97M 0.11%
17,865
116
$1.86M 0.1%
39,255
+290
117
$1.84M 0.1%
1,795
118
$1.79M 0.1%
44,641
-77,605
119
$1.69M 0.09%
35,780
-27,938
120
$1.57M 0.09%
17,047
121
$1.56M 0.09%
9,328
-16
122
$1.53M 0.08%
21,350
123
$1.48M 0.08%
6,192
+150
124
$1.44M 0.08%
+16,512
125
$1.44M 0.08%
63,034
-952
3 4
5
6 7