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
$624M
AUM Growth
-$3.56M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
198
New
Increased
Reduced
Closed

Top Buys

1
+$913K
2
+$736K
3
+$690K
4
XYZ
Block Inc
XYZ
+$667K
5
GE icon
GE Aerospace
GE
+$653K

Top Sells

1
+$2.19M
2
+$894K
3
+$839K
4
BX icon
Blackstone
BX
+$827K
5
HAIN icon
Hain Celestial
HAIN
+$780K

Sector Composition

1 Technology 24.09%
2 Healthcare 23.51%
3 Communication Services 11.96%
4 Consumer Discretionary 9.44%
5 Consumer Staples 8.74%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$30.2M 4.83%
263,930
-1,430
2
$26.6M 4.26%
1,113,208
-16,304
3
$17.1M 2.73%
333,517
+865
4
$16.3M 2.61%
146,235
-450
5
$15.7M 2.51%
224,426
-435
6
$14.9M 2.39%
423,520
7
$13.6M 2.17%
391,640
-220
8
$13.3M 2.13%
109,528
+14
9
$11.6M 1.86%
225,508
-322
10
$11.6M 1.86%
73,803
-190
11
$11.5M 1.84%
101,238
+210
12
$10.6M 1.7%
111,139
-135
13
$10.4M 1.67%
81,726
+174
14
$9.84M 1.58%
82,989
-705
15
$9.58M 1.53%
110,435
-3,634
16
$9.54M 1.53%
51,141
-55
17
$9.02M 1.44%
252,060
-500
18
$8.89M 1.42%
173,625
+1,150
19
$8.58M 1.37%
56,537
-75
20
$8.05M 1.29%
96,453
+443
21
$7.66M 1.23%
209,900
-320
22
$7.56M 1.21%
126,991
+985
23
$7.54M 1.21%
229,914
-2,127
24
$7.41M 1.19%
48,686
+223
25
$7.33M 1.17%
88,910
-305
1
2 3 4 5