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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.6M
3
+$3.14M
4
INTC icon
Intel
INTC
+$2.87M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.81M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$2.06M
5
APTV icon
Aptiv
APTV
+$1.83M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$259K 0.03%
3,250
-100
152
$248K 0.03%
925
153
$243K 0.03%
11,259
+723
154
$239K 0.03%
1,970
-245
155
$236K 0.03%
1,800
156
$233K 0.03%
+4,950
157
$225K 0.03%
10,310
-2,155
158
$222K 0.03%
1,450
-100
159
$219K 0.03%
2,400
160
$218K 0.03%
2,000
+200
161
$216K 0.03%
2,260
-340
162
$215K 0.03%
1,625
-70
163
$215K 0.03%
4,481
-66
164
$213K 0.03%
3,675
165
$212K 0.03%
1,420
166
$203K 0.03%
2,175
+35
167
$16K ﹤0.01%
15,140
168
– –
-7,435
169
– –
-383,835
170
– –
-2,319
171
– –
-22,040
172
– –
-12,390
173
– –
-5,720
174
– –
-6,400
175
– –
-6,660
4 5 6
7
8