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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$360K 0.04%
2,550
152
$346K 0.04%
925
153
$340K 0.04%
30,325
154
$338K 0.04%
5,139
-159
155
$335K 0.04%
4,905
+1,225
156
$325K 0.03%
+6,660
157
$320K 0.03%
1,550
158
$317K 0.03%
5,255
+500
159
$315K 0.03%
5,720
-1,890
160
$295K 0.03%
2,600
+100
161
$294K 0.03%
5,575
162
$289K 0.03%
12,465
-1,000
163
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4,547
164
$283K 0.03%
4,400
165
$279K 0.03%
6,400
166
$273K 0.03%
1,800
167
$270K 0.03%
1,695
168
$267K 0.03%
10,536
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169
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+7,435
170
$250K 0.03%
+2,215
171
$250K 0.03%
3,675
172
$247K 0.03%
2,598
173
$246K 0.03%
2,400
174
$243K 0.03%
3,449
175
$235K 0.03%
6,600
5 6
7
8 9