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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
101
$975K 0.09%
5,940
+1,212
102
$900K 0.08%
+20,487
103
$898K 0.08%
7,555
+125
104
$891K 0.08%
8,575
105
$886K 0.08%
8,650
106
$882K 0.08%
10,769
+7,104
107
$858K 0.08%
1,037
+101
108
$847K 0.08%
6,282
-175
109
$819K 0.08%
+27,250
110
$814K 0.08%
8,633
-191
111
$813K 0.08%
+2
112
$804K 0.08%
11,145
-8
113
$803K 0.08%
1,165
-30
114
$799K 0.07%
6,220
+4,370
115
$793K 0.07%
14,726
-7,242
116
$760K 0.07%
29,484
-34,817
117
$748K 0.07%
7,768
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118
$743K 0.07%
11,962
-2,582
119
$733K 0.07%
19,316
-1,425
120
$699K 0.07%
8,290
+20
121
$680K 0.06%
40,925
-38,600
122
$677K 0.06%
9,635
123
$664K 0.06%
10,097
124
$653K 0.06%
7,300
125
$652K 0.06%
11,921
+4,294
3 4
5
6 7