IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Quarter Est. Return
1 Year Est. Return
+25.51%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.76B
AUM Growth
-$81.4M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
225
New
Increased
Reduced
Closed

Top Buys

1
+$5.75M
2
+$4.02M
3
+$3.93M
4
ABNB icon
Airbnb
ABNB
+$3.73M
5
DELL icon
Dell
DELL
+$3.35M

Top Sells

1
+$8.75M
2
+$6.32M
3
+$4.48M
4
INTU icon
Intuit
INTU
+$4.35M
5
RSP icon
Invesco S&P 500 Equal Weight ETF
RSP
+$3.37M

Sector Composition

1 Technology 36.46%
2 Consumer Discretionary 14.07%
3 Communication Services 12%
4 Healthcare 11.25%
5 Financials 8.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$119M 6.77%
535,285
-20,150
2
$94.6M 5.39%
164,129
-15,189
3
$83.9M 4.78%
223,533
-3,651
4
$63.2M 3.6%
332,236
-16,970
5
$62.4M 3.55%
65,960
+842
6
$53.3M 3.03%
344,723
-6,968
7
$51M 2.9%
470,255
-3,975
8
$48.6M 2.77%
79,211
-7,086
9
$39.3M 2.24%
47,535
-135
10
$34.9M 1.99%
79,702
+1,099
11
$34.4M 1.96%
89,629
+1,581
12
$32.4M 1.85%
207,439
-13,845
13
$31.3M 1.78%
135,115
+330
14
$30.2M 1.72%
174,876
+22
15
$28.9M 1.65%
92,764
+157
16
$28.6M 1.63%
106,192
+6,587
17
$28.1M 1.6%
181,951
+944
18
$27.2M 1.55%
13,931
-780
19
$26.7M 1.52%
87,531
-5
20
$25.4M 1.45%
2,482,374
+141,432
21
$22M 1.25%
122,613
+1,476
22
$21.8M 1.24%
93,424
+7,833
23
$21.4M 1.22%
139,070
+1,975
24
$18.6M 1.06%
117,431
+5,120
25
$17.7M 1.01%
3,833
+29
1
2 3 4 5