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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$201K 0.03%
+3,166
177
$41K 0.01%
7,040
178
$40K 0.01%
44
179
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-10,545
180
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-12,045
181
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-19,390
182
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-6,100
183
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-11,520
184
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-4,858
185
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-44,700
186
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-64,805
187
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-22,780
188
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-10,555
189
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-29,485
190
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-11,315
191
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-31,900
192
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-21,065
193
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-11,820
194
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-3,350
195
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-47,535
196
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-7,500
197
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-12,150
198
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-54,179
4 5 6 7
8