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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$489K 0.05%
11,000
-2,800
152
$470K 0.04%
1,800
153
$458K 0.04%
2,550
154
$454K 0.04%
5,484
155
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156
$446K 0.04%
22,097
-3,747
157
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158
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-50
159
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160
$435K 0.04%
9,138
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161
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8,035
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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780
168
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169
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170
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171
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12,570
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172
$358K 0.03%
30,325
173
$356K 0.03%
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174
$350K 0.03%
1,800
175
$335K 0.03%
4,100
-150
5 6
7
8 9