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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$388K 0.03%
2,904
-1,143
152
$383K 0.03%
1,500
153
$368K 0.03%
1,600
154
$364K 0.03%
11,234
155
$356K 0.03%
5,226
-11,950
156
$344K 0.03%
6,834
-250
157
$332K 0.03%
3,000
158
$327K 0.03%
5,432
159
$317K 0.03%
2,650
160
$312K 0.02%
15,869
161
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2,400
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162
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2,510
-2,965
163
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2,475
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164
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-2,860
165
$286K 0.02%
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166
$283K 0.02%
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167
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168
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169
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3,500
170
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171
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3,540
-7,286
172
$248K 0.02%
1,380
173
$239K 0.02%
2,525
174
$227K 0.02%
6,011
175
$219K 0.02%
6,625
4 5 6
7
8