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
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.03M 0.16%
11,087
+100
102
$1M 0.15%
+38,269
103
$994K 0.15%
+8,280
104
$980K 0.15%
11,223
105
$966K 0.15%
4,035
-110
106
$910K 0.14%
18,775
107
$883K 0.13%
29,750
-495
108
$878K 0.13%
23,015
+13,350
109
$816K 0.12%
+6,850
110
$813K 0.12%
4,988
-430
111
$810K 0.12%
11,396
-63
112
$804K 0.12%
48,595
-5,815
113
$784K 0.12%
16,800
-2,150
114
$784K 0.12%
25,290
-2,735
115
$776K 0.12%
26,000
-1,200
116
$735K 0.11%
7,053
+100
117
$731K 0.11%
11,170
-600
118
$731K 0.11%
15,030
119
$721K 0.11%
15,830
+925
120
$654K 0.1%
8,825
+250
121
$641K 0.1%
2,867
+215
122
$638K 0.1%
27,678
-9
123
$622K 0.09%
4,860
124
$582K 0.09%
18,280
-300
125
$555K 0.08%
10,000
+100
3 4
5
6 7