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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$6.13M 0.57%
29,233
52
$5.7M 0.53%
34,936
+50
53
$5.6M 0.52%
20,290
-2,495
54
$5.57M 0.52%
20,673
+364
55
$5.38M 0.5%
28,705
+460
56
$5.11M 0.48%
53,618
+1,555
57
$5.04M 0.47%
17,722
-75
58
$4.82M 0.45%
9,550
+10
59
$4.63M 0.43%
22,772
+2,050
60
$4.6M 0.43%
64,765
+2,563
61
$4.58M 0.43%
107,212
-61,267
62
$4.44M 0.41%
102,726
+9,675
63
$4.11M 0.38%
74,915
+13,830
64
$3.98M 0.37%
+32,230
65
$3.92M 0.37%
64,127
+2,800
66
$3.73M 0.35%
16,217
+780
67
$3.59M 0.34%
65,291
+325
68
$3.34M 0.31%
34,524
-3,687
69
$3.25M 0.3%
12,189
+578
70
$3.22M 0.3%
45,485
-2,350
71
$3.11M 0.29%
16,565
+1,715
72
$2.74M 0.26%
62,641
+623
73
$2.73M 0.26%
19,618
-80
74
$2.68M 0.25%
+50,000
75
$2.63M 0.25%
32,525
-27,051
1 2
3
4 5