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
$955M
AUM Growth
+$32.9M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$2.48M
2
+$1.61M
3
+$1.53M
4
DIS icon
Walt Disney
DIS
+$1.29M
5
AAPL icon
Apple
AAPL
+$1.18M

Top Sells

1
+$3.41M
2
+$3.32M
3
+$2.28M
4
LNG icon
Cheniere Energy
LNG
+$2.03M
5
META icon
Meta Platforms (Facebook)
META
+$1.91M

Sector Composition

1 Technology 32.29%
2 Healthcare 15.08%
3 Consumer Discretionary 11.18%
4 Communication Services 11.08%
5 Industrials 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$53.4M 5.59%
1,078,932
+23,780
2
$47.6M 4.99%
246,708
-9,876
3
$44M 4.61%
328,790
+2,367
4
$36.4M 3.81%
139,140
-252
5
$32M 3.35%
108,591
-433
6
$30.8M 3.22%
324,960
-35,080
7
$23.9M 2.5%
208,995
+6,531
8
$23.8M 2.49%
438,680
+28,320
9
$21.7M 2.27%
219,932
-1,238
10
$20.9M 2.19%
386,400
-24,640
11
$19.6M 2.05%
74,229
+1,022
12
$19.1M 2%
112,762
-10,045
13
$18.7M 1.96%
101,262
-230
14
$16.9M 1.77%
81,082
-194
15
$15.7M 1.64%
79,316
-192
16
$15.3M 1.6%
109,576
-247
17
$15M 1.57%
174,755
-678
18
$14.5M 1.52%
302,426
-7,415
19
$14.4M 1.51%
125,231
-775
20
$14M 1.47%
192,282
-840
21
$13.5M 1.42%
95,353
+28
22
$13.4M 1.4%
116,607
+2,064
23
$12M 1.26%
146,355
-500
24
$11.9M 1.25%
217,475
+1,975
25
$11.6M 1.21%
70,617
+980
1
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