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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$716K
3
+$551K
4
BGS icon
B&G Foods
BGS
+$414K
5
AAL icon
American Airlines Group
AAL
+$330K

Top Sells

1
+$1.16M
2
+$612K
3
+$510K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$496K
5
META icon
Meta Platforms (Facebook)
META
+$447K

Sector Composition

1 Technology 31.02%
2 Healthcare 22.13%
3 Industrials 9.52%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$389K 0.07%
6,310
-53
127
$382K 0.07%
6,578
+3
128
$362K 0.06%
9,350
+800
129
$361K 0.06%
7,700
130
$340K 0.06%
1,525
+200
131
$338K 0.06%
16,775
-21,500
132
$330K 0.06%
+7,675
133
$315K 0.05%
6,800
134
$301K 0.05%
4,800
135
$287K 0.05%
+4,725
136
$282K 0.05%
5,370
137
$281K 0.05%
4,439
138
$275K 0.05%
4,400
139
$274K 0.05%
2,294
-4,151
140
$263K 0.05%
4,545
141
$249K 0.04%
5,488
+2
142
$237K 0.04%
6,300
-550
143
$237K 0.04%
4,536
144
$234K 0.04%
6,050
+1,500
145
$233K 0.04%
+2,717
146
$233K 0.04%
9,097
147
$232K 0.04%
2,650
148
$230K 0.04%
5,650
149
$222K 0.04%
+1,380
150
$216K 0.04%
+14,148
3 4 5
6
7