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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$14.2M
2
+$4.6M
3
+$3.14M
4
INTC icon
Intel
INTC
+$2.87M
5
IBB icon
iShares Biotechnology ETF
IBB
+$2.81M

Top Sells

1
+$3.79M
2
+$2.55M
3
+$2.41M
4
META icon
Meta Platforms (Facebook)
META
+$2.06M
5
APTV icon
Aptiv
APTV
+$1.83M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
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183
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190
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191
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192
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4 5 6 7
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