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
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.67M 0.71%
71,606
-502
52
$4.63M 0.7%
30,988
+464
53
$4.61M 0.7%
55,750
+48
54
$4.55M 0.69%
52,613
+1,045
55
$4.54M 0.69%
42,002
56
$4.39M 0.67%
55,665
-7,010
57
$4.21M 0.64%
30,779
-65
58
$4.11M 0.63%
36,995
-1,750
59
$4.02M 0.61%
29,902
60
$3.83M 0.58%
45,547
-100
61
$3.68M 0.56%
65,434
+550
62
$3.59M 0.55%
31,282
63
$3.58M 0.54%
85,000
64
$3.53M 0.54%
47,665
65
$3.35M 0.51%
56,355
-944
66
$3.3M 0.5%
106,955
-204
67
$3.27M 0.5%
21,588
-9
68
$3.23M 0.49%
298,475
+3,781
69
$3.22M 0.49%
11,354
-60
70
$2.96M 0.45%
13,160
71
$2.92M 0.44%
80,610
-6,725
72
$2.69M 0.41%
70,081
-2,165
73
$2.66M 0.41%
30,087
+5,172
74
$2.57M 0.39%
40,035
-5,605
75
$2.48M 0.38%
46,497
+902
1 2
3
4 5