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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$17.9M 1.15%
73,193
-560
27
$17.7M 1.13%
71,656
+210
28
$16.7M 1.08%
64,712
+22,906
29
$16M 1.03%
123,500
-2,275
30
$16M 1.03%
74,616
+6,470
31
$15.5M 1%
103,140
-1,535
32
$15.4M 0.99%
176,864
-6,250
33
$15.2M 0.97%
877,260
+823,233
34
$15.1M 0.97%
90,300
-300
35
$14.7M 0.94%
52,320
+3,540
36
$13.5M 0.87%
78,749
-6,008
37
$13.4M 0.86%
48,546
-710
38
$12.9M 0.83%
84,838
+50
39
$11.7M 0.75%
184,365
-800
40
$11.2M 0.72%
298,614
+58,567
41
$11.2M 0.72%
300,528
-575
42
$10.7M 0.69%
42,570
+28,141
43
$10.7M 0.69%
66,221
-515
44
$10.7M 0.69%
39,947
-65
45
$10.6M 0.68%
78,131
-920
46
$10.1M 0.65%
28,225
+160
47
$9.78M 0.63%
38,824
+575
48
$8.79M 0.56%
29,533
-175
49
$8.46M 0.54%
37,603
-3,230
50
$8.38M 0.54%
38,676
+25
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