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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.26M 0.11%
31,620
+2,070
102
$1.25M 0.11%
9,303
+2,428
103
$1.24M 0.11%
14,348
-143
104
$1.2M 0.11%
20,000
105
$1.17M 0.1%
7,458
+310
106
$1.15M 0.1%
148,898
+132,148
107
$1.13M 0.1%
25,235
+1,144
108
$1.12M 0.1%
5,985
-240
109
$1.02M 0.09%
11,595
-250
110
$981K 0.09%
7,575
-7,560
111
$966K 0.08%
4,000
112
$944K 0.08%
105,248
+5,211
113
$857K 0.08%
21,425
+12,145
114
$822K 0.07%
+99,415
115
$819K 0.07%
6,200
-165
116
$787K 0.07%
8,268
-1,271
117
$787K 0.07%
15,575
-244
118
$784K 0.07%
10,650
+150
119
$772K 0.07%
10,535
-525
120
$750K 0.07%
14,300
-2,350
121
$745K 0.07%
1,195
-15
122
$744K 0.07%
83,633
123
$730K 0.06%
1,040
124
$694K 0.06%
11,915
-140
125
$684K 0.06%
+11,102
3 4
5
6 7