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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
$225K 0.02%
1,625
202
$221K 0.02%
8,352
203
$220K 0.02%
+3,449
204
$216K 0.02%
+1,800
205
$213K 0.02%
+1,016
206
$209K 0.02%
+2,725
207
$203K 0.02%
1,950
-225
208
$201K 0.02%
4,475
209
$201K 0.02%
1,050
-3,039
210
$196K 0.02%
14,819
-926
211
$163K 0.02%
+10,000
212
$161K 0.01%
+40,000
213
$135K 0.01%
+10,000
214
$121K 0.01%
+10,000
215
$95K 0.01%
+10,000
216
$83K 0.01%
+20,870
217
$51K ﹤0.01%
+16,939
218
$29K ﹤0.01%
1,030
219
$20K ﹤0.01%
15,140
220
– –
-55,633
221
– –
-2,510
222
– –
-7,981
223
– –
-6,400
224
– –
-11,928
225
– –
-17,827
6 7 8
9
10