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
$802M
AUM Growth
-$133M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
192
New
Increased
Reduced
Closed

Top Buys

1
+$15.3M
2
+$5.25M
3
+$3.46M
4
CSCO icon
Cisco
CSCO
+$3.32M
5
IBB icon
iShares Biotechnology ETF
IBB
+$3.1M

Top Sells

1
+$3.79M
2
+$2.6M
3
+$2.55M
4
META icon
Meta Platforms (Facebook)
META
+$2.27M
5
DLX icon
Deluxe
DLX
+$2.22M

Sector Composition

1 Technology 30.43%
2 Healthcare 16.72%
3 Consumer Discretionary 10.98%
4 Communication Services 10.83%
5 Industrials 8.67%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$41.5M 5.18%
1,053,096
-12,176
2
$33.2M 4.14%
326,539
-5,702
3
$31.9M 3.97%
243,076
-15,683
4
$27.5M 3.43%
139,522
-3,430
5
$24.8M 3.1%
109,814
+1,151
6
$24.3M 3.03%
323,680
+3,080
7
$22.8M 2.84%
440,380
+16,280
8
$21.4M 2.67%
410,200
-4,820
9
$17.9M 2.24%
213,179
-3,920
10
$14.9M 1.86%
73,182
-1,363
11
$14.8M 1.85%
107,983
-17,589
12
$14.3M 1.79%
305,448
+61,218
13
$14.3M 1.78%
101,342
-1,755
14
$14.2M 1.77%
109,823
+249
15
$14.2M 1.77%
+91,771
16
$14M 1.74%
81,276
17
$13.6M 1.7%
222,000
-4,665
18
$13.4M 1.67%
204,072
-925
19
$13.2M 1.65%
175,383
-2,078
20
$11.7M 1.46%
79,478
+28
21
$11.2M 1.4%
126,006
+413
22
$11M 1.38%
68,407
-208
23
$10.8M 1.35%
114,288
+1,155
24
$10.8M 1.34%
95,235
+765
25
$10.3M 1.28%
112,858
+19,275
1
2 3 4 5