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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.6M
3
+$3.14M
4
INTC icon
Intel
INTC
+$2.87M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.81M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$2.06M
5
APTV icon
Aptiv
APTV
+$1.83M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$538K 0.07%
7,200
127
$531K 0.07%
+15,125
128
$506K 0.06%
7,300
129
$503K 0.06%
1,718
+200
130
$495K 0.06%
6,758
131
$485K 0.06%
3,900
132
$479K 0.06%
143,400
+61,600
133
$441K 0.06%
28,600
-900
134
$414K 0.05%
16,797
-894
135
$377K 0.05%
6,645
+5
136
$375K 0.05%
5,250
137
$346K 0.04%
4,160
-2,286
138
$346K 0.04%
5,335
139
$344K 0.04%
10,058
-82
140
$339K 0.04%
7,353
-21,902
141
$338K 0.04%
5,547
142
$337K 0.04%
3,920
143
$335K 0.04%
1,800
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144
$323K 0.04%
2,550
145
$316K 0.04%
30,325
146
$313K 0.04%
9,035
-1,875
147
$295K 0.04%
4,250
-150
148
$290K 0.04%
5,575
149
$275K 0.03%
5,139
150
$271K 0.03%
+2,020
4 5
6
7 8