IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.64M 0.09%
120,839
+76,449
127
$1.59M 0.09%
9,470
-460
128
$1.57M 0.09%
+15,898
129
$1.55M 0.09%
9,103
-225
130
$1.51M 0.09%
21,350
131
$1.36M 0.08%
+4,641
132
$1.36M 0.08%
18,985
-3,800
133
$1.26M 0.07%
4,875
-730
134
$1.24M 0.07%
+11,867
135
$1.24M 0.07%
+22,663
136
$1.23M 0.07%
+29,657
137
$1.14M 0.06%
51,850
138
$1.13M 0.06%
11,510
139
$1.1M 0.06%
17,865
140
$1.09M 0.06%
8,919
+1,131
141
$1.05M 0.06%
7,168
-200
142
$1.04M 0.06%
+24,845
143
$991K 0.06%
8,470
144
$860K 0.05%
21,935
-13,845
145
$844K 0.05%
10,700
146
$838K 0.05%
8,940
147
$822K 0.05%
7,565
-400
148
$809K 0.05%
2,400
149
$805K 0.05%
7,012
-180
150
$796K 0.05%
7,300
4 5
6
7 8