IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1
+$1.12M
2
+$649K
3
+$530K
4
BGS icon
B&G Foods
BGS
+$414K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$301K

Top Sells

1
+$1.16M
2
+$610K
3
+$491K
4
AAPL icon
Apple
AAPL
+$467K
5
TIBX
TIBCO SOFTWARE INC
TIBX
+$429K

Sector Composition

1 Technology 30.16%
2 Healthcare 22.13%
3 Industrials 10.38%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$3.98M 0.68%
12,636
-67
52
$3.85M 0.66%
90,854
-5,173
53
$3.73M 0.64%
98,600
-2,475
54
$3.61M 0.62%
30,108
55
$3.6M 0.62%
85,000
56
$3.48M 0.6%
45,090
+7,145
57
$3.48M 0.6%
24,990
58
$3.45M 0.59%
45,720
+2,160
59
$3.34M 0.57%
31,942
-825
60
$3.33M 0.57%
82,181
+800
61
$3.31M 0.57%
27,905
+25
62
$3.24M 0.55%
38,386
-25
63
$3.16M 0.54%
57,229
-184
64
$3.07M 0.53%
123,430
65
$3.07M 0.53%
116,420
+600
66
$2.96M 0.51%
29,550
-2,625
67
$2.9M 0.5%
40,165
+800
68
$2.74M 0.47%
169,000
+10,200
69
$2.62M 0.45%
43,735
-3,625
70
$2.6M 0.45%
46,155
+1,025
71
$2.6M 0.45%
32,364
72
$2.49M 0.43%
50,809
-7,244
73
$2.48M 0.42%
53,206
-510
74
$2.41M 0.41%
168,600
75
$2.37M 0.41%
23,490
-150
1 2
3
4 5