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
$823M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.84M
3
+$1.76M
4
WM icon
Waste Management
WM
+$1.46M
5
DIS icon
Walt Disney
DIS
+$1.28M

Top Sells

1
+$2.33M
2
+$1.62M
3
+$1.05M
4
WFC icon
Wells Fargo
WFC
+$937K
5
BAC icon
Bank of America
BAC
+$900K

Sector Composition

1 Technology 27.68%
2 Healthcare 17.2%
3 Communication Services 12.36%
4 Consumer Discretionary 11.7%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.78M 0.34%
8,387
-743
77
$2.71M 0.33%
41,904
78
$2.68M 0.33%
15,588
-50
79
$2.61M 0.32%
45,739
80
$2.59M 0.31%
18,004
+38
81
$2.46M 0.3%
40,104
-925
82
$2.39M 0.29%
23,035
83
$2.38M 0.29%
29,215
-125
84
$2.35M 0.29%
15,500
85
$2.27M 0.28%
103,633
86
$2.23M 0.27%
42,033
-1,847
87
$2.2M 0.27%
9,995
88
$2.05M 0.25%
19,045
+11,892
89
$2.03M 0.25%
28,060
-14,480
90
$1.87M 0.23%
25,738
-32,010
91
$1.82M 0.22%
22,145
92
$1.76M 0.21%
+20,715
93
$1.64M 0.2%
10,387
94
$1.52M 0.18%
18,105
-165
95
$1.5M 0.18%
28,200
96
$1.46M 0.18%
36,390
-10
97
$1.42M 0.17%
74,933
98
$1.33M 0.16%
20,390
+11,160
99
$1.32M 0.16%
28,741
-1,950
100
$1.28M 0.16%
10,995
2 3
4
5 6