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
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.47M 1.14%
5,097
+220
27
$7.32M 1.11%
50,038
+925
28
$7.17M 1.09%
109,931
+1,550
29
$7.16M 1.09%
119,350
+620
30
$7.05M 1.07%
92,530
+2,720
31
$6.94M 1.06%
133,355
+275
32
$6.89M 1.05%
96,290
-35
33
$6.78M 1.03%
224,703
-3,598
34
$6.67M 1.02%
28,716
-150
35
$6.47M 0.98%
62,926
+300
36
$6.45M 0.98%
90,990
+33,405
37
$6.44M 0.98%
61,543
38
$6.42M 0.98%
102,556
39
$6.3M 0.96%
44,881
-5,635
40
$6.23M 0.95%
90,700
+59,845
41
$6.05M 0.92%
71,073
+710
42
$6M 0.91%
108,456
-1,400
43
$5.9M 0.9%
83,297
+10,000
44
$5.88M 0.9%
28,018
+2,335
45
$5.33M 0.81%
104,951
-3,025
46
$5.01M 0.76%
69,945
+30,985
47
$5M 0.76%
27,478
+62
48
$4.93M 0.75%
41,181
49
$4.75M 0.72%
29,916
50
$4.71M 0.72%
150,855
-2,325
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