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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$386K 0.06%
+17,840
152
$383K 0.06%
5,909
+84
153
$365K 0.06%
11,192
+1,606
154
$361K 0.06%
+4,742
155
$353K 0.06%
+2,790
156
$348K 0.06%
15,170
157
$345K 0.06%
5,360
158
$333K 0.05%
4,210
+245
159
$315K 0.05%
13,853
160
$298K 0.05%
5,562
+56
161
$282K 0.05%
6,050
162
$271K 0.04%
2,598
+48
163
$266K 0.04%
2,050
164
$247K 0.04%
30,325
165
$246K 0.04%
8,700
166
$242K 0.04%
2,978
+78
167
$241K 0.04%
1,966
168
$236K 0.04%
4,439
169
$232K 0.04%
2,572
+22
170
$230K 0.04%
2,445
-830
171
$228K 0.04%
+4,918
172
$228K 0.04%
2,540
-500
173
$218K 0.03%
+1,600
174
$208K 0.03%
+3,250
175
$206K 0.03%
+2,194
4 5 6
7
8