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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.29M 0.26%
17,700
-100
77
$2.28M 0.26%
38,467
-5,295
78
$2.25M 0.26%
30,142
-1,133
79
$2.18M 0.25%
47,600
80
$2.13M 0.24%
4,840
+72
81
$2.1M 0.24%
67,823
-1,976
82
$2.08M 0.24%
6,589
-263
83
$1.95M 0.22%
34,930
+29,930
84
$1.81M 0.21%
28,275
-9,816
85
$1.61M 0.18%
10,861
-10,139
86
$1.56M 0.18%
13,170
+8,995
87
$1.52M 0.17%
+6,376
88
$1.42M 0.16%
20,664
-1,675
89
$1.39M 0.16%
55,427
+6
90
$1.33M 0.15%
17,705
-100
91
$1.3M 0.15%
15,135
-955
92
$1.26M 0.14%
14,491
+1,491
93
$1.26M 0.14%
8,875
94
$1.2M 0.14%
20,000
-6,400
95
$1.19M 0.14%
27,914
-2,205
96
$1.13M 0.13%
+19,540
97
$1.12M 0.13%
29,550
+453
98
$1.07M 0.12%
37,425
-72,301
99
$1.07M 0.12%
24,091
-750
100
$993K 0.11%
13,215
-8,882
2 3
4
5 6