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
$1.08B
AUM Growth
+$87M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
232
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.3M
3
+$3.22M
4
GLW icon
Corning
GLW
+$3.11M
5
MSI icon
Motorola Solutions
MSI
+$3.01M

Top Sells

1
+$3.59M
2
+$3.37M
3
+$2.77M
4
META icon
Meta Platforms (Facebook)
META
+$2.64M
5
CCL icon
Carnival Corp
CCL
+$2.59M

Sector Composition

1 Technology 33.59%
2 Healthcare 14.71%
3 Consumer Discretionary 11.6%
4 Communication Services 11.08%
5 Industrials 7.44%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$76.9M 7.13%
1,056,164
-21,620
2
$52.6M 4.87%
333,373
-2,715
3
$49.7M 4.6%
242,067
-12,882
4
$35.4M 3.28%
135,056
-2,689
5
$34.9M 3.23%
105,763
-2,115
6
$33.4M 3.1%
361,800
+35,720
7
$28.8M 2.67%
430,480
-8,180
8
$27.3M 2.53%
408,820
+21,660
9
$25.2M 2.34%
118,878
-3,787
10
$23.1M 2.14%
217,182
-1,820
11
$22.4M 2.08%
207,195
-2,175
12
$21.6M 2%
73,354
-565
13
$20.7M 1.92%
98,512
-2,195
14
$17.6M 1.63%
293,616
-4,510
15
$17.5M 1.62%
80,307
-215
16
$15.8M 1.46%
170,565
-4,155
17
$15.3M 1.42%
79,501
-205
18
$15.3M 1.42%
104,948
-2,937
19
$14.7M 1.36%
114,312
-2,385
20
$14.5M 1.34%
94,948
-2,230
21
$14.3M 1.33%
125,751
+620
22
$13.6M 1.26%
119,981
+1,360
23
$13.2M 1.22%
187,512
-4,670
24
$12.7M 1.18%
265,210
+10,655
25
$12.5M 1.16%
146,665
-2,680
1
2 3 4 5