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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.48M 0.35%
77,135
-3,475
77
$2.45M 0.34%
36,020
-4,015
78
$2.38M 0.34%
27,990
79
$2.33M 0.33%
26,150
-6,925
80
$2.25M 0.32%
23,585
-4,485
81
$2.24M 0.32%
46,024
-473
82
$2.2M 0.31%
41,235
+32,735
83
$2.17M 0.31%
39,974
-1,135
84
$2.17M 0.31%
41,904
85
$2.04M 0.29%
31,930
-6,119
86
$2.04M 0.29%
45,864
+839
87
$2.03M 0.29%
15,653
-75
88
$1.9M 0.27%
17,895
+130
89
$1.75M 0.25%
19,655
-260
90
$1.74M 0.25%
15,500
91
$1.73M 0.24%
20,891
-1,930
92
$1.63M 0.23%
9,945
93
$1.57M 0.22%
18,555
-1,330
94
$1.56M 0.22%
41,915
-6,495
95
$1.55M 0.22%
12,065
-297
96
$1.55M 0.22%
30,500
97
$1.53M 0.22%
88,680
-150
98
$1.38M 0.19%
32,591
-16,150
99
$1.28M 0.18%
18,580
100
$1.25M 0.18%
10,995
-125
2 3
4
5 6