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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$975K 0.11%
56,190
-11,863
102
$897K 0.1%
40,724
-4,634
103
$896K 0.1%
6,225
-215
104
$877K 0.1%
7,148
105
$865K 0.1%
51,279
-72,733
106
$849K 0.1%
6,875
+1,865
107
$848K 0.1%
11,845
108
$817K 0.09%
9,539
-569
109
$760K 0.09%
1,556
-3,309
110
$757K 0.09%
14,990
-27,005
111
$756K 0.09%
15,819
-392
112
$743K 0.08%
6,406
113
$734K 0.08%
11,060
114
$719K 0.08%
3,209
-207
115
$690K 0.08%
10,500
-600
116
$650K 0.07%
1,040
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117
$643K 0.07%
7,300
118
$638K 0.07%
6,365
-375
119
$614K 0.07%
20,555
120
$612K 0.07%
3,960
-965
121
$591K 0.07%
1,210
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122
$581K 0.07%
4,000
123
$563K 0.06%
100,037
+10,950
124
$560K 0.06%
12,055
-3,050
125
$500K 0.06%
16,650
-475
3 4
5
6 7