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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$378K 0.02%
1,330
177
$373K 0.02%
2,475
178
$367K 0.02%
4,458
179
$366K 0.02%
28,025
-62,225
180
$356K 0.02%
2,435
181
$339K 0.02%
1,500
182
$322K 0.02%
4,259
-8,720
183
$307K 0.02%
15,345
-690
184
$293K 0.02%
6,125
185
$284K 0.02%
2,700
186
$280K 0.02%
2,275
187
$271K 0.01%
2,920
+190
188
$265K 0.01%
2,675
189
$254K 0.01%
1,350
190
$236K 0.01%
850
-100
191
$234K 0.01%
7,448
192
$226K 0.01%
+1,800
193
$222K 0.01%
3,000
194
$215K 0.01%
+2,250
195
$202K 0.01%
+1,325
196
$200K 0.01%
1,383
197
$189K 0.01%
19,100
-7,425
198
$84.4K ﹤0.01%
3,578
+7
199
$70.3K ﹤0.01%
+10,000
200
– –
-5,661
5 6 7
8
9