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
201
$262K 0.01%
15,345
202
$254K 0.01%
6,025
-100
203
$252K 0.01%
2,920
204
$241K 0.01%
1,350
205
$232K 0.01%
2,700
206
$231K 0.01%
1,383
207
$227K 0.01%
+850
208
$213K 0.01%
+800
209
$212K 0.01%
3,000
210
$207K 0.01%
+600
211
$202K 0.01%
+1,825
212
$70.9K ﹤0.01%
4,602
+1,024
213
$69.8K ﹤0.01%
10,000
214
– –
-1,325
215
– –
-15,060
216
– –
-14,430
217
– –
-28,372
218
– –
-850
219
– –
-19,100
220
– –
-1,800
221
– –
-18,060
222
– –
-7,448
223
– –
-18,950
224
– –
-28,025
225
– –
-1,944
5 6 7 8
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