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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$9.38M 1.07%
149,125
+2,460
27
$9.25M 1.05%
85,825
-3,670
28
$9.01M 1.02%
76,518
-245
29
$8.19M 0.93%
130,185
-5,325
30
$7.91M 0.9%
50,675
-260
31
$7.67M 0.87%
92,759
-2,050
32
$7.45M 0.85%
110,143
+11,205
33
$7.27M 0.83%
41,986
-113
34
$6.97M 0.79%
94,971
+13,140
35
$6.95M 0.79%
91,231
+10,883
36
$6.83M 0.78%
173,700
-91,510
37
$6.78M 0.77%
40,702
+220
38
$6.54M 0.74%
79,373
+10,622
39
$6.53M 0.74%
205,274
-6,985
40
$6.5M 0.74%
58,816
-260
41
$6.38M 0.73%
45,996
+3,856
42
$6.37M 0.72%
39,533
-2
43
$6.31M 0.72%
52,561
-660
44
$5.73M 0.65%
278,918
+40,525
45
$5.67M 0.65%
62,995
-5,315
46
$5.63M 0.64%
42,346
+23,673
47
$5.42M 0.62%
44,660
-15,540
48
$5.05M 0.57%
34,585
49
$4.93M 0.56%
44,820
50
$4.84M 0.55%
734,520
+404,600
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