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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.12M 0.16%
31,365
-1,100
102
$1.1M 0.15%
40,110
+3,270
103
$1.08M 0.15%
8,005
-275
104
$1.02M 0.14%
9,845
+6,845
105
$1.01M 0.14%
37,250
-1,019
106
$1M 0.14%
11,007
-216
107
$991K 0.14%
10,687
-400
108
$977K 0.14%
12,510
+8,400
109
$960K 0.13%
18,775
110
$958K 0.13%
28,550
-1,200
111
$953K 0.13%
46,500
-2,095
112
$949K 0.13%
+30,010
113
$927K 0.13%
4,035
114
$899K 0.13%
24,890
-400
115
$869K 0.12%
+13,679
116
$834K 0.12%
26,000
117
$831K 0.12%
4,988
118
$818K 0.12%
11,170
119
$800K 0.11%
7,053
120
$740K 0.1%
8,875
-2,521
121
$731K 0.1%
13,830
-2,000
122
$711K 0.1%
16,800
123
$698K 0.1%
8,825
124
$676K 0.1%
2,867
125
$665K 0.09%
27,678
3 4
5
6 7