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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$656K 0.04%
1,145
152
$641K 0.03%
1,550
153
$633K 0.03%
9,400
154
$617K 0.03%
13,740
-8,390
155
$612K 0.03%
5,350
-250
156
$595K 0.03%
5,600
157
$588K 0.03%
2,976
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158
$579K 0.03%
5,200
159
$531K 0.03%
7,980
+345
160
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19,698
-4,075
161
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1,500
162
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3,269
163
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12,485
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164
$491K 0.03%
689
165
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166
$476K 0.03%
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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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440
172
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2,100
173
$385K 0.02%
2,850
+50
174
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17,643
+1,500
175
$381K 0.02%
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