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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.86M 1.1%
133,380
+25
27
$7.79M 1.1%
96,755
-9,280
28
$7.64M 1.07%
166,175
-1,800
29
$7.54M 1.06%
31,562
+3,544
30
$7.45M 1.05%
126,512
-1,214
31
$7.18M 1.01%
224,203
-500
32
$7.02M 0.99%
118,050
-1,300
33
$6.93M 0.97%
95,105
+4,115
34
$6.82M 0.96%
60,923
-620
35
$6.66M 0.94%
102,206
-350
36
$6.64M 0.93%
28,516
-200
37
$6.51M 0.91%
43,881
-1,000
38
$6.45M 0.91%
63,001
+75
39
$6.2M 0.87%
108,106
-1,825
40
$6.11M 0.86%
70,923
-150
41
$5.93M 0.83%
87,365
-8,925
42
$5.76M 0.81%
103,351
-1,600
43
$5.63M 0.79%
108,456
44
$5.37M 0.75%
40,781
-400
45
$5.36M 0.75%
83,297
46
$5.25M 0.74%
72,805
+2,860
47
$5.12M 0.72%
52,188
-425
48
$5.05M 0.71%
31,580
+592
49
$4.98M 0.7%
29,931
+15
50
$4.96M 0.7%
54,220
-36,480
1
2
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