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
$823M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.84M
3
+$1.76M
4
WM icon
Waste Management
WM
+$1.46M
5
DIS icon
Walt Disney
DIS
+$1.28M

Top Sells

1
+$2.33M
2
+$1.62M
3
+$1.05M
4
WFC icon
Wells Fargo
WFC
+$937K
5
BAC icon
Bank of America
BAC
+$900K

Sector Composition

1 Technology 27.68%
2 Healthcare 17.2%
3 Communication Services 12.36%
4 Consumer Discretionary 11.7%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.25M 1.12%
165,175
-525
27
$9.06M 1.1%
136,535
+2,630
28
$9.04M 1.1%
5,199
+91
29
$9.01M 1.1%
221,793
-465
30
$8.66M 1.05%
49,793
-150
31
$8.01M 0.97%
120,375
-25
32
$7.73M 0.94%
95,680
+75
33
$7.68M 0.93%
65,526
+610
34
$7.56M 0.92%
72,411
+155
35
$7.29M 0.89%
60,773
36
$7.03M 0.85%
91,435
+7,455
37
$6.85M 0.83%
106,956
-525
38
$6.51M 0.79%
107,156
39
$6.29M 0.76%
40,636
-100
40
$6.27M 0.76%
42,744
+2,201
41
$6.26M 0.76%
31,826
+66
42
$6.19M 0.75%
39,676
-1,055
43
$6.11M 0.74%
97,651
-100
44
$6.04M 0.73%
41,652
45
$5.94M 0.72%
52,883
+75
46
$5.7M 0.69%
29,502
47
$5.57M 0.68%
148,305
-1,350
48
$5.55M 0.67%
73,743
+223
49
$5.5M 0.67%
31,129
+230
50
$5.47M 0.66%
23,145
-321
1
2
3 4 5