IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$791K 0.05%
11,675
152
$739K 0.04%
+28,588
153
$714K 0.04%
7,759
+150
154
$711K 0.04%
1,302
+157
155
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3,500
-2,563
156
$689K 0.04%
6,307
+1,141
157
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822
158
$654K 0.04%
3,830
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159
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1,550
160
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161
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162
$630K 0.04%
9,400
163
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+8,680
164
$598K 0.03%
2,887
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165
$596K 0.03%
+8,694
166
$582K 0.03%
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167
$561K 0.03%
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168
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169
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4,040
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170
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171
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1,500
172
$516K 0.03%
7,604
-44,431
173
$513K 0.03%
5,200
174
$512K 0.03%
20,198
+500
175
$506K 0.03%
7,980
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