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
$1.29B
AUM Growth
-$125M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
237
New
Increased
Reduced
Closed

Top Buys

1
+$12.7M
2
+$4.27M
3
+$2.56M
4
BIDU icon
Baidu
BIDU
+$2.44M
5
BA icon
Boeing
BA
+$2.23M

Top Sells

1
+$27.4M
2
+$21.1M
3
+$18.5M
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$12M
5
META icon
Meta Platforms (Facebook)
META
+$7.35M

Sector Composition

1 Technology 35.75%
2 Healthcare 13.39%
3 Communication Services 12.57%
4 Consumer Discretionary 10.12%
5 Financials 7.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$104M 8.03%
849,694
-172,771
2
$62.1M 4.81%
210,884
-24,943
3
$50.2M 3.88%
324,460
+4,260
4
$50M 3.87%
212,182
-116,371
5
$49.6M 3.83%
202,312
-9,883
6
$49M 3.79%
103,014
-380
7
$47.7M 3.69%
196,461
-2,759
8
$47.6M 3.68%
124,309
-7,368
9
$41.9M 3.24%
406,380
-19,920
10
$33.4M 2.58%
322,500
-62,840
11
$27.5M 2.13%
121,236
+187
12
$26.9M 2.08%
92,669
-990
13
$26.7M 2.07%
96,610
-350
14
$25.2M 1.95%
71,502
-1,564
15
$21.3M 1.65%
112,900
-613
16
$19M 1.47%
170,128
+45
17
$18.3M 1.42%
80,754
-1,860
18
$17.1M 1.32%
79,682
+445
19
$16.9M 1.31%
127,646
-165
20
$16.3M 1.26%
126,081
-540
21
$15.8M 1.23%
181,437
-950
22
$15.3M 1.18%
155,773
+905
23
$14.4M 1.11%
184,514
-18,400
24
$13.8M 1.07%
84,057
-30,956
25
$13.4M 1.04%
48,275
-440
1
2 3 4 5