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
$823M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.84M
3
+$1.76M
4
WM icon
Waste Management
WM
+$1.46M
5
DIS icon
Walt Disney
DIS
+$1.28M

Top Sells

1
+$2.33M
2
+$1.62M
3
+$1.05M
4
WFC icon
Wells Fargo
WFC
+$937K
5
BAC icon
Bank of America
BAC
+$900K

Sector Composition

1 Technology 27.68%
2 Healthcare 17.2%
3 Communication Services 12.36%
4 Consumer Discretionary 11.7%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$5.46M 0.66%
83,197
52
$5.03M 0.61%
47,945
+250
53
$5.01M 0.61%
69,940
-1,415
54
$4.95M 0.6%
68,760
+3,625
55
$4.94M 0.6%
104,461
+3,450
56
$4.9M 0.6%
361,276
+3,782
57
$4.38M 0.53%
25,948
-455
58
$4.18M 0.51%
45,547
59
$4.16M 0.51%
85,000
60
$4M 0.49%
55,050
-900
61
$3.58M 0.43%
93,375
+4,025
62
$3.55M 0.43%
66,136
+52
63
$3.51M 0.43%
11,015
-682
64
$3.5M 0.43%
+110,437
65
$3.45M 0.42%
21,072
-9,925
66
$3.4M 0.41%
27,990
67
$3.4M 0.41%
22,830
+275
68
$3.31M 0.4%
30,990
+660
69
$3.22M 0.39%
27,027
+225
70
$3.1M 0.38%
56,648
-2,831
71
$3.09M 0.38%
23,045
+680
72
$3.08M 0.37%
88,680
73
$3.04M 0.37%
26,645
+175
74
$2.98M 0.36%
86,600
-4,706
75
$2.89M 0.35%
34,212
+585
1 2
3
4 5