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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.43M 0.08%
18,060
127
$1.42M 0.08%
22,785
-1,000
128
$1.29M 0.07%
6,063
-7,322
129
$1.14M 0.06%
51,850
130
$1.14M 0.06%
8,470
-250
131
$1.05M 0.06%
11,510
-670
132
$1.05M 0.06%
+1,944
133
$1.01M 0.06%
4,588
-20,577
134
$951K 0.05%
7,368
-300
135
$949K 0.05%
7,192
136
$941K 0.05%
7,788
-417
137
$886K 0.05%
2,400
138
$885K 0.05%
+31,939
139
$871K 0.05%
822
-33
140
$864K 0.05%
10,823
141
$851K 0.05%
7,965
142
$839K 0.05%
1,930
-1,312
143
$813K 0.04%
8,940
144
$810K 0.04%
10,700
145
$788K 0.04%
7,609
+80
146
$725K 0.04%
15,060
-714
147
$723K 0.04%
11,675
148
$706K 0.04%
+44,390
149
$686K 0.04%
7,300
150
$682K 0.04%
3,750
+340
4 5
6
7 8