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
$1.84B
AUM Growth
-$15.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
218
New
Increased
Reduced
Closed

Top Buys

1
+$3.72M
2
+$3.64M
3
+$3.44M
4
SOLV icon
Solventum
SOLV
+$2.65M
5
ABNB icon
Airbnb
ABNB
+$2.61M

Top Sells

1
+$7.43M
2
+$5.38M
3
+$5.03M
4
STZ icon
Constellation Brands
STZ
+$4.55M
5
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$4.33M

Sector Composition

1 Technology 38.15%
2 Consumer Discretionary 13.85%
3 Communication Services 13.15%
4 Healthcare 10.46%
5 Financials 7.9%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$139M 7.57%
555,435
-29,680
2
$105M 5.71%
179,318
-6,144
3
$95.8M 5.21%
227,184
-6,443
4
$76.6M 4.17%
349,206
+16,609
5
$66.6M 3.62%
351,691
-22,900
6
$63.7M 3.46%
474,230
-19,515
7
$59.7M 3.25%
65,118
-1,502
8
$54.2M 2.95%
86,297
-5,912
9
$42.1M 2.29%
221,284
-6,518
10
$39.2M 2.13%
88,048
-1,307
11
$36.8M 2%
47,670
-857
12
$36.3M 1.98%
78,603
-20
13
$32.6M 1.77%
92,607
-770
14
$29.6M 1.61%
99,605
+818
15
$27.2M 1.48%
134,785
+297
16
$26.1M 1.42%
174,854
+831
17
$25.6M 1.39%
87,536
-308
18
$25.4M 1.38%
181,007
-443
19
$25M 1.36%
14,711
+928
20
$24.3M 1.32%
2,340,942
+51,385
21
$22.7M 1.24%
121,137
-199
22
$21.1M 1.15%
85,591
+127
23
$21.1M 1.15%
137,095
+8,493
24
$20.8M 1.13%
112,311
-133
25
$18.9M 1.03%
3,804
+3
1
2 3 4 5