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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$889K 0.08%
16,475
127
$887K 0.08%
20,555
-4,000
128
$844K 0.08%
15,105
-590
129
$777K 0.07%
+46,580
130
$761K 0.07%
11,060
131
$756K 0.07%
13,363
-1,894
132
$731K 0.07%
18,495
133
$725K 0.07%
6,740
134
$688K 0.06%
5,330
+2,770
135
$682K 0.06%
4,000
136
$673K 0.06%
7,300
137
$651K 0.06%
17,330
138
$641K 0.06%
5,010
139
$637K 0.06%
1,092
-5
140
$618K 0.06%
17,125
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141
$611K 0.06%
33,229
142
$576K 0.05%
3,900
143
$573K 0.05%
5,365
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144
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12,695
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145
$548K 0.05%
6,758
146
$539K 0.05%
5,700
147
$523K 0.05%
14,859
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148
$511K 0.05%
+4,175
149
$509K 0.05%
16,545
-109,500
150
$502K 0.05%
6,651
4 5
6
7 8