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
$823M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.84M
3
+$1.76M
4
WM icon
Waste Management
WM
+$1.46M
5
DIS icon
Walt Disney
DIS
+$1.28M

Top Sells

1
+$2.33M
2
+$1.62M
3
+$1.05M
4
WFC icon
Wells Fargo
WFC
+$937K
5
BAC icon
Bank of America
BAC
+$900K

Sector Composition

1 Technology 27.68%
2 Healthcare 17.2%
3 Communication Services 12.36%
4 Consumer Discretionary 11.7%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.27M 0.15%
17,052
+1
102
$1.23M 0.15%
6,203
+1,075
103
$1.19M 0.14%
24,765
104
$1.18M 0.14%
31,840
+600
105
$1.11M 0.14%
18,705
-70
106
$1.07M 0.13%
28,475
107
$1.05M 0.13%
4,110
108
$1.01M 0.12%
26,000
109
$981K 0.12%
23,140
-950
110
$945K 0.11%
28,719
+741
111
$919K 0.11%
13,730
112
$888K 0.11%
44,500
113
$843K 0.1%
11,170
114
$843K 0.1%
10,847
-275
115
$837K 0.1%
8,425
-500
116
$781K 0.09%
10,625
-5,330
117
$781K 0.09%
8,875
118
$765K 0.09%
2,867
119
$750K 0.09%
4,000
120
$727K 0.09%
1,415
-1,378
121
$725K 0.09%
13,925
-2,300
122
$703K 0.09%
5,780
+960
123
$676K 0.08%
5,360
124
$648K 0.08%
30,825
+11,573
125
$646K 0.08%
9,505
-4,260
3 4
5
6 7