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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$776K 0.06%
5,351
127
$765K 0.06%
8,612
128
$754K 0.06%
12,798
-202
129
$751K 0.06%
8,225
-25
130
$718K 0.06%
+47,802
131
$678K 0.05%
1,550
132
$650K 0.05%
9,140
-120
133
$639K 0.05%
8,163
-2,352
134
$588K 0.05%
715
-450
135
$588K 0.05%
7,300
136
$572K 0.05%
4,075
137
$570K 0.04%
4,848
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138
$568K 0.04%
19,100
139
$561K 0.04%
8,871
140
$561K 0.04%
9,400
141
$548K 0.04%
12,425
142
$538K 0.04%
12,869
-2,897
143
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3,958
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144
$509K 0.04%
6,275
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145
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2,400
146
$465K 0.04%
2,293
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147
$431K 0.03%
5,733
148
$423K 0.03%
4,025
149
$421K 0.03%
7,629
150
$402K 0.03%
26,217
-2
4 5
6
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