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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$263K 0.02%
+5,655
177
$263K 0.02%
1,350
178
$243K 0.02%
+2,000
179
$232K 0.02%
2,525
-200
180
$232K 0.02%
2,785
-400
181
$220K 0.02%
1,990
-1,610
182
$219K 0.02%
4,050
-212
183
$219K 0.02%
9,586
-2,443
184
$215K 0.02%
720
185
$211K 0.02%
+850
186
$205K 0.02%
1,025
-142
187
$203K 0.02%
+8,720
188
$200K 0.02%
5,178
-12,973
189
$122K 0.01%
10,600
-8,800
190
$58K ﹤0.01%
14,800
-340
191
– –
-1,786
192
– –
-9,320
193
– –
-5
194
– –
-32,380
195
– –
-7,704
196
– –
-10,100
197
– –
-225,550
198
– –
-7,198
199
– –
-5,421
200
– –
-16,040
6 7
8
9 10