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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.95M 0.61%
28,059
+14,844
52
$6.05M 0.53%
34,440
-145
53
$5.83M 0.51%
41,564
-3,096
54
$5.62M 0.49%
102,855
-595
55
$5.49M 0.48%
18,572
-45
56
$5.41M 0.48%
30,284
+13,806
57
$5.38M 0.47%
44,984
+164
58
$5.33M 0.47%
28,080
59
$5.26M 0.46%
47,293
+463
60
$5.25M 0.46%
31,028
-470
61
$5.01M 0.44%
54,790
+2,271
62
$4.72M 0.42%
15,037
-746
63
$4.5M 0.4%
36,744
+215
64
$4.25M 0.37%
+29,655
65
$4.15M 0.37%
31,832
-615
66
$3.93M 0.35%
21,760
-465
67
$3.9M 0.34%
83,900
68
$3.8M 0.33%
21,949
-4,633
69
$3.75M 0.33%
67,915
+3,385
70
$3.58M 0.31%
35,705
+775
71
$3.44M 0.3%
11,856
+5,480
72
$3.41M 0.3%
39,562
+2,475
73
$3.29M 0.29%
39,294
+11,019
74
$3.19M 0.28%
40,370
+20,830
75
$2.87M 0.25%
9,730
1 2
3
4 5