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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.43M
2
+$3.24M
3
+$2.7M
4
META icon
Meta Platforms (Facebook)
META
+$2.25M
5
GPN icon
Global Payments
GPN
+$2.16M

Top Sells

1
+$13.1M
2
+$2.88M
3
+$1.72M
4
MA icon
Mastercard
MA
+$1.61M
5
HPQ icon
HP
HPQ
+$1.5M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$353K 0.04%
+7,965
152
$348K 0.04%
4,210
-1,125
153
$340K 0.04%
3,680
-240
154
$340K 0.04%
954
+29
155
$331K 0.04%
5,575
156
$330K 0.04%
4,250
157
$327K 0.04%
30,325
158
$293K 0.03%
3,260
-900
159
$273K 0.03%
4,950
160
$264K 0.03%
4,481
161
$264K 0.03%
1,450
162
$261K 0.03%
3,525
-150
163
$260K 0.03%
2,020
164
$260K 0.03%
2,225
-3,082
165
$259K 0.03%
2,400
166
$258K 0.03%
1,625
167
$258K 0.03%
1,800
168
$253K 0.03%
2,175
169
$251K 0.03%
4,659
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170
$246K 0.03%
2,000
171
$245K 0.03%
2,110
-150
172
$242K 0.03%
+3,449
173
$233K 0.03%
10,310
174
$227K 0.02%
1,420
175
$226K 0.02%
+4,367
4 5 6
7
8