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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$1.32M 0.08%
17,050
102
$1.28M 0.08%
25,615
-1,550
103
$1.26M 0.08%
938
+22
104
$1.21M 0.08%
7,375
105
$1.17M 0.08%
8,855
-200
106
$1.16M 0.07%
15,239
107
$1.16M 0.07%
25,144
-547
108
$1.14M 0.07%
21,936
-9,855
109
$1.12M 0.07%
16,800
110
$1.09M 0.07%
1,650
111
$1.07M 0.07%
7,980
-2,388
112
$1.05M 0.07%
11,019
113
$998K 0.06%
4,828
114
$986K 0.06%
11,526
-55
115
$984K 0.06%
4,102
-100
116
$921K 0.06%
7,870
117
$887K 0.06%
5,600
-25
118
$865K 0.06%
10,135
119
$820K 0.05%
+3,688
120
$813K 0.05%
+2,238
121
$811K 0.05%
959
122
$811K 0.05%
8,575
123
$783K 0.05%
10,097
124
$759K 0.05%
2,190
+85
125
$755K 0.05%
1,195
3 4
5
6 7