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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$8.11M 0.52%
19,535
52
$8M 0.51%
15,427
53
$7.81M 0.5%
38,130
+2,310
54
$7.76M 0.5%
20,824
-225
55
$6.79M 0.44%
88,566
-10,240
56
$6.58M 0.42%
18,322
-725
57
$6.07M 0.39%
34,941
-1,400
58
$5.96M 0.38%
42,371
-526
59
$5.84M 0.38%
66,773
-12,740
60
$5.51M 0.35%
53,413
+250
61
$5.45M 0.35%
62,527
-1,950
62
$5.24M 0.34%
35,266
-1,262
63
$4.91M 0.32%
19,326
+3,531
64
$4.86M 0.31%
46,981
-2,070
65
$4.78M 0.31%
9,510
66
$4.74M 0.3%
21,727
-710
67
$4.63M 0.3%
78,910
+950
68
$4.39M 0.28%
4,800
-75
69
$4.18M 0.27%
70,843
-2,000
70
$4.04M 0.26%
16,110
-10,825
71
$4.02M 0.26%
55,550
-700
72
$3.81M 0.24%
48,435
-480
73
$3.77M 0.24%
37,205
74
$3.56M 0.23%
11,896
-570
75
$3.48M 0.22%
55,766
-9,680
1 2
3
4 5