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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$635K 0.07%
29,500
127
$621K 0.07%
10,925
128
$598K 0.06%
22,040
-1,450
129
$575K 0.06%
81,800
+35,800
130
$543K 0.06%
3,900
131
$537K 0.06%
9,150
132
$521K 0.06%
17,691
+2
133
$517K 0.06%
1,518
-1,654
134
$510K 0.05%
7,200
135
$506K 0.05%
+12,340
136
$487K 0.05%
7,300
137
$474K 0.05%
1,900
138
$460K 0.05%
10,910
139
$460K 0.05%
6,758
140
$459K 0.05%
5,335
-25
141
$449K 0.05%
6,640
+5
142
$403K 0.04%
3,100
+715
143
$402K 0.04%
+12,390
144
$394K 0.04%
5,715
-750
145
$393K 0.04%
5,547
146
$388K 0.04%
3,920
147
$376K 0.04%
10,140
-7,455
148
$369K 0.04%
11,759
-9,427
149
$369K 0.04%
5,250
150
$361K 0.04%
3,350
4 5
6
7 8