IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$2.71M 0.15%
17,243
102
$2.67M 0.15%
+6,244
103
$2.64M 0.15%
125,205
+93,266
104
$2.62M 0.15%
52,250
+400
105
$2.62M 0.15%
5,272
+417
106
$2.6M 0.15%
11,770
+75
107
$2.53M 0.14%
5,892
+903
108
$2.47M 0.14%
53,991
+300
109
$2.28M 0.13%
13,180
-19,479
110
$2.27M 0.13%
24,939
+8,427
111
$2.22M 0.13%
25,515
-13,555
112
$2.19M 0.12%
+4,699
113
$2.17M 0.12%
19,327
+2,280
114
$2.13M 0.12%
23,713
+21,463
115
$2.04M 0.12%
+22,634
116
$1.96M 0.11%
+15,469
117
$1.92M 0.11%
39,255
118
$1.88M 0.11%
5,708
-25
119
$1.85M 0.11%
+22,690
120
$1.83M 0.1%
17,316
121
$1.81M 0.1%
+17,285
122
$1.79M 0.1%
19,296
123
$1.71M 0.1%
60,444
-2,590
124
$1.7M 0.1%
1,795
125
$1.64M 0.09%
6,692
+500
3 4
5
6 7