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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
76
$2.54M 0.24%
1,548
+384
77
$2.3M 0.21%
25,315
-14,690
78
$2.27M 0.21%
24,524
-5,181
79
$2.18M 0.2%
+13,199
80
$2.02M 0.19%
7,480
+2,100
81
$2.01M 0.19%
+21,230
82
$1.98M 0.19%
18,630
83
$1.93M 0.18%
+65,215
84
$1.72M 0.16%
11,955
-3,263
85
$1.56M 0.15%
5,865
+75
86
$1.54M 0.14%
19,600
87
$1.47M 0.14%
24,625
+18,220
88
$1.45M 0.14%
6,275
+150
89
$1.39M 0.13%
32,990
-16,150
90
$1.36M 0.13%
2,470
-455
91
$1.35M 0.13%
31,420
+195
92
$1.3M 0.12%
23,275
+40
93
$1.24M 0.12%
10,215
-325
94
$1.19M 0.11%
+13,693
95
$1.17M 0.11%
17,050
96
$1.16M 0.11%
9,170
97
$1.14M 0.11%
18,497
-100
98
$991K 0.09%
7,345
+20
99
$977K 0.09%
3,660
-55
100
$976K 0.09%
14,489
-2,101
2 3
4
5 6