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
$935M
AUM Growth
+$72.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1
+$2.55M
2
+$2.14M
3
+$1.9M
4
META icon
Meta Platforms (Facebook)
META
+$1.78M
5
CSCO icon
Cisco
CSCO
+$1.31M

Top Sells

1
+$1.32M
2
+$1.27M
3
+$1.13M
4
PBR icon
Petrobras
PBR
+$1.09M
5
GILD icon
Gilead Sciences
GILD
+$1.04M

Sector Composition

1 Technology 31.33%
2 Healthcare 16.39%
3 Consumer Discretionary 12.18%
4 Communication Services 11.3%
5 Industrials 10.06%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$60.1M 6.42%
1,065,272
-1,164
2
$42.6M 4.54%
258,759
+10,817
3
$38M 4.06%
332,241
+320
4
$32.5M 3.47%
142,952
-250
5
$32.1M 3.43%
320,600
-1,500
6
$29.3M 3.13%
108,663
+420
7
$25.3M 2.7%
424,100
+31,860
8
$25M 2.67%
415,020
-3,300
9
$20.7M 2.21%
125,572
+13,002
10
$19.1M 2.04%
217,099
+7,710
11
$17.8M 1.9%
226,665
+460
12
$17.5M 1.87%
103,097
-416
13
$17.5M 1.87%
74,545
+320
14
$16.8M 1.8%
81,276
15
$16.5M 1.76%
68,615
+485
16
$15.1M 1.62%
109,574
+1,010
17
$13.3M 1.42%
177,461
+800
18
$12.7M 1.36%
94,470
+615
19
$12.5M 1.33%
79,450
-5,335
20
$12.2M 1.3%
204,997
-22,185
21
$12.1M 1.3%
113,133
+2,280
22
$11.6M 1.23%
244,230
+14,589
23
$11.3M 1.21%
125,593
+2,540
24
$10.8M 1.15%
146,652
+2,295
25
$10.7M 1.14%
5,396
+64
1
2 3 4 5