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
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$536K 0.08%
19,620
-28,385
127
$521K 0.08%
+8,225
128
$516K 0.08%
1,355
129
$510K 0.08%
7,388
130
$498K 0.08%
6,540
-125
131
$496K 0.08%
13,853
132
$491K 0.07%
25,100
133
$476K 0.07%
6,611
+4
134
$476K 0.07%
5,360
135
$467K 0.07%
+5,655
136
$455K 0.07%
+8,500
137
$453K 0.07%
7,200
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138
$451K 0.07%
4,000
139
$444K 0.07%
11,920
-1,265
140
$439K 0.07%
16,245
141
$428K 0.07%
7,300
-400
142
$426K 0.06%
6,150
143
$423K 0.06%
7,675
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144
$413K 0.06%
+16,375
145
$409K 0.06%
+3,230
146
$402K 0.06%
5,250
-200
147
$388K 0.06%
5,665
-10,990
148
$382K 0.06%
5,209
149
$377K 0.06%
2,067
-14,078
150
$372K 0.06%
11,577
-383
4 5
6
7 8