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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$11.6M 1.02%
127,057
+16,914
27
$11.5M 1.01%
48,574
-2,521
28
$10.5M 0.92%
76,463
-55
29
$10.4M 0.92%
70,014
-305
30
$10.1M 0.89%
110,121
-12,435
31
$9.98M 0.88%
45,486
+3,500
32
$9.1M 0.8%
92,636
+1,405
33
$9.01M 0.79%
91,934
-825
34
$8.98M 0.79%
129,935
-250
35
$8.81M 0.77%
83,974
-750
36
$8.8M 0.77%
203,849
-1,425
37
$8.18M 0.72%
58,416
-400
38
$7.8M 0.69%
167,160
-6,540
39
$7.7M 0.68%
24,977
+9,049
40
$7.62M 0.67%
294,228
+15,310
41
$7.58M 0.67%
46,186
+190
42
$7.58M 0.67%
39,252
-281
43
$7.56M 0.66%
54,190
+41,020
44
$7.48M 0.66%
787,800
+53,280
45
$7.27M 0.64%
40,352
-350
46
$7.24M 0.64%
82,906
+3,533
47
$7.21M 0.63%
97,711
+2,740
48
$7.02M 0.62%
50,076
+7,730
49
$6.98M 0.61%
126,554
+45,878
50
$6.96M 0.61%
52,626
+65
1
2
3 4 5