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
$1.27B
AUM Growth
-$66.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$16.1M
2
+$4.16M
3
+$3.58M
4
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.35M
5
WSM icon
Williams-Sonoma
WSM
+$3.32M

Top Sells

1
+$6.37M
2
+$5.75M
3
+$4.54M
4
META icon
Meta Platforms (Facebook)
META
+$3.21M
5
DHR icon
Danaher
DHR
+$3.21M

Sector Composition

1 Technology 37.89%
2 Healthcare 12.61%
3 Communication Services 11.34%
4 Consumer Discretionary 10.29%
5 Industrials 8.34%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$211K 0.02%
855
177
$202K 0.02%
580
178
$150K 0.01%
12,050
-1,000
179
$142K 0.01%
12,007
180
$61.1K ﹤0.01%
14,800
181
– –
-19,074
182
– –
-30,200
183
– –
-2
184
– –
-6,474
185
– –
-5,000
186
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-286
187
– –
-29,621
188
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-3,675
189
– –
-4,400
190
– –
-15,000
191
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-11,384
192
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-18,426
193
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-393
194
– –
-28,257
195
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-23,100
196
– –
-2,000
197
– –
-116,197
198
– –
-1,075
4 5 6 7
8