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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.69M 0.24%
1,689
-1,887
77
$2.69M 0.24%
14,570
-135
78
$2.68M 0.24%
45,607
+2,472
79
$2.6M 0.23%
4,783
-57
80
$2.58M 0.23%
23,137
-13,054
81
$2.52M 0.22%
21,867
-1,851
82
$2.41M 0.21%
25,585
-37,410
83
$2.4M 0.21%
100,834
+87,721
84
$2.32M 0.2%
30,142
85
$2.13M 0.19%
68,687
+864
86
$2.02M 0.18%
47,600
87
$2.01M 0.18%
16,475
-1,225
88
$1.83M 0.16%
28,243
-10,224
89
$1.82M 0.16%
10,881
+20
90
$1.76M 0.15%
20,204
-460
91
$1.74M 0.15%
6,514
-75
92
$1.73M 0.15%
17,705
93
$1.49M 0.13%
1,511
-45
94
$1.39M 0.12%
55,364
-63
95
$1.36M 0.12%
7,795
-9,170
96
$1.34M 0.12%
+5
97
$1.31M 0.12%
8,875
98
$1.3M 0.11%
48,648
-2,631
99
$1.3M 0.11%
26,979
-935
100
$1.27M 0.11%
10,006
+3,600
2 3
4
5 6