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
$922M
AUM Growth
+$120M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
181
New
Increased
Reduced
Closed

Top Buys

1
+$4.51M
2
+$3.03M
3
+$2.49M
4
META icon
Meta Platforms (Facebook)
META
+$2.15M
5
LNG icon
Cheniere Energy
LNG
+$1.95M

Top Sells

1
+$12.3M
2
+$2.9M
3
+$1.65M
4
HPQ icon
HP
HPQ
+$1.64M
5
MA icon
Mastercard
MA
+$1.47M

Sector Composition

1 Technology 31.75%
2 Healthcare 15.55%
3 Consumer Discretionary 11.81%
4 Communication Services 11.07%
5 Industrials 8.61%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$50.1M 5.43%
1,055,152
+2,056
2
$42.8M 4.64%
256,584
+13,508
3
$38.5M 4.18%
326,423
-116
4
$36.4M 3.95%
139,392
-130
5
$32.1M 3.48%
360,040
+36,360
6
$29.1M 3.15%
109,024
-790
7
$24.1M 2.62%
410,360
+160
8
$24.1M 2.62%
411,040
-29,340
9
$22.4M 2.43%
122,807
+14,824
10
$21M 2.28%
202,464
-10,715
11
$17.9M 1.94%
101,492
+150
12
$17.7M 1.92%
73,207
+25
13
$17.4M 1.89%
221,170
-830
14
$16.6M 1.8%
309,841
+4,393
15
$15.6M 1.69%
81,276
16
$15.4M 1.67%
109,823
17
$14M 1.52%
79,508
+30
18
$13.8M 1.5%
95,325
+90
19
$13.8M 1.49%
193,122
-10,950
20
$13.4M 1.45%
175,433
+50
21
$13.1M 1.42%
126,006
22
$12.6M 1.37%
69,637
+1,230
23
$12.2M 1.32%
114,543
+255
24
$11.8M 1.28%
146,855
+865
25
$11.6M 1.26%
215,500
+12,050
1
2 3 4 5