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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$677K 0.07%
18,495
-500
127
$634K 0.07%
7,200
128
$628K 0.07%
13,278
+5,924
129
$623K 0.07%
5,010
130
$611K 0.06%
1,953
-60
131
$609K 0.06%
7,300
132
$594K 0.06%
5,838
+2,578
133
$577K 0.06%
6,400
134
$554K 0.06%
6,758
135
$548K 0.06%
+15,974
136
$539K 0.06%
+10,925
137
$529K 0.06%
+1,338
138
$527K 0.06%
3,900
139
$510K 0.05%
+1,011
140
$496K 0.05%
1,800
141
$492K 0.05%
9,200
+4,250
142
$489K 0.05%
16,850
+53
143
$485K 0.05%
3,650
-6,005
144
$450K 0.05%
+11,205
145
$448K 0.05%
6,651
146
$424K 0.04%
5,484
147
$413K 0.04%
+16,134
148
$407K 0.04%
4,210
149
$407K 0.04%
16,651
-2,026
150
$385K 0.04%
2,550
4 5
6
7 8