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
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.45M 0.37%
33,075
-9,105
77
$2.41M 0.37%
38,049
-14,940
78
$2.41M 0.37%
79,675
-13,205
79
$2.4M 0.37%
41,109
-3,395
80
$2.27M 0.35%
30,897
+650
81
$2.17M 0.33%
28,070
-200
82
$2.02M 0.31%
48,741
-995
83
$1.97M 0.3%
27,990
84
$1.91M 0.29%
15,728
-32
85
$1.89M 0.29%
48,410
-33,935
86
$1.86M 0.28%
41,904
87
$1.84M 0.28%
17,765
+525
88
$1.76M 0.27%
22,821
-1,499
89
$1.73M 0.26%
45,025
-50
90
$1.68M 0.26%
19,885
-125
91
$1.6M 0.24%
15,500
-75
92
$1.59M 0.24%
9,945
93
$1.55M 0.24%
19,915
+125
94
$1.43M 0.22%
12,362
-843
95
$1.3M 0.2%
30,500
-10,431
96
$1.21M 0.18%
88,830
97
$1.18M 0.18%
32,465
+275
98
$1.17M 0.18%
11,120
99
$1.1M 0.17%
18,580
100
$1.03M 0.16%
36,840
-26,150
2 3
4
5 6