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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$3.43M 0.22%
66,606
-9,400
77
$3.35M 0.22%
11,491
+4,265
78
$3.27M 0.21%
12,660
+5,645
79
$3.17M 0.2%
18,023
+11,100
80
$2.97M 0.19%
61,611
+5,655
81
$2.88M 0.19%
+20,102
82
$2.83M 0.18%
18,280
+5
83
$2.79M 0.18%
1,164
84
$2.68M 0.17%
19,280
-125
85
$2.52M 0.16%
3,779
+2,257
86
$2.18M 0.14%
+67,950
87
$2.04M 0.13%
5,790
88
$1.93M 0.12%
12,090
+790
89
$1.93M 0.12%
22,468
-6,719
90
$1.89M 0.12%
10,818
-6,465
91
$1.83M 0.12%
19,600
92
$1.75M 0.11%
16,090
+530
93
$1.69M 0.11%
6,290
94
$1.68M 0.11%
23,102
95
$1.61M 0.1%
9,870
-2,100
96
$1.58M 0.1%
6,747
-825
97
$1.47M 0.09%
16,835
+4,115
98
$1.44M 0.09%
12,829
+137
99
$1.39M 0.09%
23,460
100
$1.35M 0.09%
14,865
-400
2 3
4
5 6