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

Top Buys

1
+$4.44M
2
+$3.6M
3
+$3.4M
4
SOLV icon
Solventum
SOLV
+$2.81M
5
ABNB icon
Airbnb
ABNB
+$2.68M

Top Sells

1
+$6.99M
2
+$5.25M
3
+$5.04M
4
STZ icon
Constellation Brands
STZ
+$4.89M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.01M

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
201
– –
-24,143
202
– –
-5,661
203
– –
-16,185
204
– –
-31,257
205
– –
-600
206
– –
-855
207
– –
-51,489
208
– –
-5,000
209
– –
-14,800
210
– –
-2,300
211
– –
-35,953
212
– –
-2,659
213
– –
-2,450
214
– –
-15,294
215
– –
-5,432
216
– –
-31,799
217
– –
-11,666
218
– –
-122,792
5 6 7 8
9