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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$234K 0.03%
+9,099
177
$229K 0.02%
1,016
178
$225K 0.02%
5,450
-775
179
$220K 0.02%
1,800
180
$220K 0.02%
2,140
-225
181
$213K 0.02%
1,420
-1,416
182
$208K 0.02%
+2,692
183
$207K 0.02%
+1,800
184
$125K 0.01%
2,319
-145
185
$28K ﹤0.01%
15,140
+300
186
– –
-142,878
187
– –
-7,350
188
– –
-4,565
189
– –
-83,220
190
– –
-5,230
191
– –
-42,115
192
– –
-13,200
193
– –
-530
194
– –
-108,445
195
– –
-4,357
196
– –
-33,690
197
– –
-2,805
198
– –
-22,525
199
– –
-7,777
200
– –
-3,770
5 6 7
8
9