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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$699K 0.05%
10,097
127
$683K 0.05%
7,300
-303
128
$680K 0.05%
1,001
-39
129
$677K 0.05%
+5,000
130
$664K 0.05%
+19,490
131
$657K 0.05%
56,127
-4,782
132
$609K 0.05%
5,979
+500
133
$576K 0.04%
9,900
-74,000
134
$576K 0.04%
1,104
+55
135
$565K 0.04%
1,195
136
$560K 0.04%
2,825
-53
137
$548K 0.04%
+1,955
138
$539K 0.04%
+12,305
139
$536K 0.04%
7,260
-200
140
$527K 0.04%
+15,745
141
$525K 0.04%
5,855
-1,040
142
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10,930
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143
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144
$483K 0.04%
5,700
145
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1,057
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146
$475K 0.04%
10,250
147
$472K 0.04%
+11,220
148
$443K 0.03%
1,185
-200
149
$437K 0.03%
2,300
+267
150
$431K 0.03%
4,672
-874
4 5
6
7 8