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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$333K 0.03%
1,029
+50
177
$330K 0.03%
18,100
+2,100
178
$329K 0.03%
5,575
179
$323K 0.03%
2,110
180
$319K 0.03%
2,400
181
$319K 0.03%
1,450
182
$314K 0.03%
1,775
183
$311K 0.03%
+6,545
184
$306K 0.03%
+4,920
185
$305K 0.03%
+3,218
186
$303K 0.03%
1,660
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187
$300K 0.03%
9,500
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188
$291K 0.03%
+4,920
189
$281K 0.03%
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190
$279K 0.03%
4,376
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191
$275K 0.03%
4,233
192
$272K 0.03%
11,327
193
$265K 0.02%
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194
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195
$246K 0.02%
1,420
196
$245K 0.02%
4,481
197
$241K 0.02%
2,000
198
$235K 0.02%
24,000
199
$233K 0.02%
10,200
200
$227K 0.02%
700
6 7
8
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