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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.04%
1,020
152
$371K 0.04%
10,058
153
$365K 0.04%
5,547
154
$360K 0.04%
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155
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156
$347K 0.04%
4,250
157
$347K 0.04%
8,035
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158
$341K 0.04%
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159
$335K 0.04%
9,000
160
$328K 0.03%
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161
$310K 0.03%
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162
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163
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164
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165
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166
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167
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168
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169
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170
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171
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172
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173
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174
$252K 0.03%
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175
$249K 0.03%
2,000
5 6
7
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