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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$4.81M 0.55%
3,576
-1,868
52
$4.72M 0.54%
103,450
-3,541
53
$4.63M 0.53%
28,080
-90
54
$4.5M 0.51%
18,617
+500
55
$4.44M 0.51%
31,498
+173
56
$4.44M 0.5%
84,724
-750
57
$4.38M 0.5%
46,830
+12,537
58
$4.33M 0.49%
80,676
+43,165
59
$4.14M 0.47%
52,519
+5,315
60
$4.05M 0.46%
22,225
-2,110
61
$3.92M 0.45%
15,783
-1,293
62
$3.73M 0.42%
36,529
+31,199
63
$3.7M 0.42%
32,447
-1,208
64
$3.6M 0.41%
26,582
-7,849
65
$3.5M 0.4%
36,191
+12,636
66
$3.24M 0.37%
83,900
67
$3.12M 0.35%
64,530
-3,750
68
$3.07M 0.35%
15,928
+11,806
69
$3.01M 0.34%
16,478
-549
70
$3.01M 0.34%
37,087
-575
71
$2.52M 0.29%
23,718
-797
72
$2.43M 0.28%
16,965
-11,075
73
$2.43M 0.28%
14,705
-678
74
$2.43M 0.28%
9,730
-225
75
$2.4M 0.27%
43,135
+5,727
1 2
3
4 5