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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$616K 0.1%
2,942
+517
127
$586K 0.09%
+40,795
128
$577K 0.09%
11,000
129
$565K 0.09%
9,900
130
$558K 0.09%
7,957
+57
131
$552K 0.09%
+7,220
132
$544K 0.09%
3,660
-2,565
133
$515K 0.08%
8,475
-400
134
$513K 0.08%
6,604
+3
135
$503K 0.08%
7,700
136
$501K 0.08%
12,560
+2,535
137
$498K 0.08%
24,450
-9,990
138
$493K 0.08%
7,940
+295
139
$476K 0.08%
8,575
-116
140
$475K 0.08%
16,245
-23,655
141
$472K 0.08%
6,150
142
$449K 0.07%
9,495
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143
$438K 0.07%
1,280
144
$437K 0.07%
4,000
145
$435K 0.07%
18,580
146
$428K 0.07%
5,498
+48
147
$420K 0.07%
9,710
-4,815
148
$418K 0.07%
+9,876
149
$416K 0.07%
5,492
150
$397K 0.06%
14,605
4 5
6
7 8