IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1 +$2.41M
2 +$1.64M
3 +$1.4M
4
DIS icon
Walt Disney
DIS
+$1.22M
5
AAPL icon
Apple
AAPL
+$1.16M

Top Sells

1 +$3.41M
2 +$3.27M
3 +$2.12M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.8M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
0
202
-18,995