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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$12.5M 1.17%
175,482
+450
27
$11.2M 1.04%
59,804
+1,024
28
$10.7M 1%
73,794
-4,483
29
$10.6M 0.99%
365,528
+16,175
30
$10.3M 0.96%
76,934
+73
31
$10.3M 0.96%
94,478
-20,407
32
$10.3M 0.96%
87,884
-1,354
33
$10.3M 0.96%
119,289
+22,490
34
$9.93M 0.93%
44,054
+1,482
35
$9.57M 0.89%
41,805
+7,439
36
$9.47M 0.88%
174,536
-728
37
$9.42M 0.88%
776,200
+13,970
38
$9.3M 0.87%
18,338
+7,338
39
$8.92M 0.83%
45,776
+1,364
40
$8.43M 0.79%
210,755
-7,910
41
$8.1M 0.76%
39,997
+170
42
$7.67M 0.72%
15,687
+185
43
$7.53M 0.7%
50,713
-5,354
44
$6.92M 0.65%
83,191
-5,864
45
$6.82M 0.64%
38,406
-50
46
$6.81M 0.64%
+32,378
47
$6.71M 0.63%
88,267
+2,543
48
$6.46M 0.6%
280,390
-10,900
49
$6.21M 0.58%
249,071
-30,792
50
$6.16M 0.57%
37,345
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