IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$506K 0.03%
1,044
+99
177
$505K 0.03%
2,240
+910
178
$502K 0.03%
3,026
+50
179
$470K 0.03%
7,648
+128
180
$461K 0.03%
2,700
-300
181
$440K 0.03%
3,219
-50
182
$437K 0.02%
689
183
$419K 0.02%
2,475
184
$415K 0.02%
1,675
+75
185
$410K 0.02%
4,400
186
$410K 0.02%
4,458
187
$375K 0.02%
17,911
+268
188
$359K 0.02%
4,259
189
$355K 0.02%
2,410
-400
190
$352K 0.02%
2,435
191
$337K 0.02%
+4,150
192
$331K 0.02%
+8,000
193
$323K 0.02%
+480
194
$322K 0.02%
3,575
-1,775
195
$312K 0.02%
1,700
-2,888
196
$303K 0.02%
2,900
+50
197
$302K 0.02%
1,425
-75
198
$281K 0.02%
2,675
199
$264K 0.02%
+2,000
200
$263K 0.02%
2,275
5 6 7
8
9