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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$247K 0.03%
26,800
-200
177
$245K 0.03%
+8,500
178
$242K 0.03%
+5,155
179
$235K 0.02%
1,420
180
$235K 0.02%
3,449
181
$234K 0.02%
10,310
182
$234K 0.02%
4,659
183
$226K 0.02%
+7,397
184
$224K 0.02%
3,225
-300
185
$222K 0.02%
4,481
186
$210K 0.02%
+2,425
187
$210K 0.02%
+586
188
$207K 0.02%
+22,528
189
$206K 0.02%
+700
190
$203K 0.02%
1,016
191
$197K 0.02%
+11,500
192
$39K ﹤0.01%
+1,030
193
$17K ﹤0.01%
15,140
194
– –
-22,636
195
– –
-18,995
196
– –
-16,152
197
– –
-93,940
198
– –
-6,151
199
– –
-7,965
200
– –
-13,540
5 6 7
8
9