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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.13M
2
+$716K
3
+$551K
4
BGS icon
B&G Foods
BGS
+$414K
5
AAL icon
American Airlines Group
AAL
+$330K

Top Sells

1
+$1.16M
2
+$612K
3
+$510K
4
LQD icon
iShares iBoxx $ Investment Grade Corporate Bond ETF
LQD
+$496K
5
META icon
Meta Platforms (Facebook)
META
+$447K

Sector Composition

1 Technology 31.02%
2 Healthcare 22.13%
3 Industrials 9.52%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$29M 4.96%
1,246,984
-21,948
2
$27.9M 4.77%
245,210
-1,874
3
$23.6M 4.04%
816,556
+7,575
4
$19.9M 3.41%
539,166
-2,978
5
$19.4M 3.32%
288,255
-6,650
6
$14.5M 2.49%
227,961
-3,192
7
$14M 2.4%
336,637
-1,325
8
$13M 2.22%
228,476
-2,350
9
$12.1M 2.07%
150,105
-1,700
10
$11.6M 1.98%
110,509
-1,025
11
$9.63M 1.65%
51,721
+265
12
$9.57M 1.64%
163,943
-1,356
13
$9.41M 1.61%
84,524
+450
14
$8.98M 1.54%
113,329
-248
15
$8.84M 1.51%
76,785
-1,445
16
$8.43M 1.44%
55,681
-880
17
$8.32M 1.42%
114,979
-4,050
18
$8.19M 1.4%
98,745
+1,370
19
$8.16M 1.4%
233,320
+1,800
20
$8.05M 1.38%
31,666
-110
21
$8.04M 1.38%
99,396
-75
22
$7.71M 1.32%
44,514
-1,956
23
$7.69M 1.32%
364,885
+2,281
24
$7.53M 1.29%
93,052
-1,200
25
$7.49M 1.28%
89,432
-335
1
2 3 4 5