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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.73M 0.66%
150,855
52
$4.72M 0.66%
70,908
-698
53
$4.66M 0.66%
41,652
-350
54
$4.63M 0.65%
29,652
-250
55
$4.63M 0.65%
55,750
56
$4.61M 0.65%
30,514
-265
57
$4.45M 0.63%
25,978
-1,500
58
$4.35M 0.61%
16,628
+15,138
59
$4.31M 0.61%
54,940
-725
60
$4.09M 0.58%
45,547
61
$4.08M 0.57%
47,140
-525
62
$3.96M 0.56%
65,277
-157
63
$3.93M 0.55%
59,007
+2,652
64
$3.87M 0.54%
85,000
65
$3.79M 0.53%
299,205
+730
66
$3.41M 0.48%
105,034
-1,921
67
$3.25M 0.46%
33,255
+3,168
68
$3.25M 0.46%
30,282
-1,000
69
$3.22M 0.45%
11,787
+433
70
$3.22M 0.45%
12,960
-200
71
$3.07M 0.43%
68,781
-1,300
72
$3.06M 0.43%
21,453
-135
73
$2.71M 0.38%
32,247
+1,350
74
$2.69M 0.38%
79,425
-250
75
$2.61M 0.37%
+83,633
1 2
3
4 5