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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.24M
3
+$2.7M
4
META icon
Meta Platforms (Facebook)
META
+$2.25M
5
GPN icon
Global Payments
GPN
+$2.16M

Top Sells

1
+$13.1M
2
+$2.88M
3
+$1.72M
4
MA icon
Mastercard
MA
+$1.61M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$714K 0.08%
159,000
+15,600
127
$688K 0.07%
18,995
-500
128
$682K 0.07%
18,357
-2,818
129
$676K 0.07%
+22,636
130
$638K 0.07%
+13,540
131
$603K 0.07%
7,200
132
$602K 0.07%
6,400
+3,150
133
$596K 0.06%
5,010
134
$595K 0.06%
+18,677
135
$577K 0.06%
7,300
136
$531K 0.06%
9,000
137
$508K 0.05%
3,900
138
$503K 0.05%
+4,945
139
$493K 0.05%
6,758
140
$463K 0.05%
16,797
141
$423K 0.05%
27,000
-1,600
142
$420K 0.05%
5,484
+234
143
$412K 0.04%
6,651
+6
144
$402K 0.04%
1,800
145
$389K 0.04%
1,020
-1,050
146
$374K 0.04%
9,035
147
$368K 0.04%
10,058
148
$366K 0.04%
2,550
149
$355K 0.04%
5,547
150
$355K 0.04%
7,354
+1
4 5
6
7 8