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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$647K 0.09%
27,815
+14,470
127
$630K 0.09%
4,810
-50
128
$619K 0.09%
10,600
+600
129
$611K 0.09%
18,350
-1,270
130
$581K 0.08%
22,960
+6,585
131
$580K 0.08%
27,600
+2,500
132
$560K 0.08%
7,388
133
$551K 0.08%
+4,805
134
$550K 0.08%
5,360
135
$549K 0.08%
13,853
136
$546K 0.08%
6,165
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137
$545K 0.08%
19,725
+3,480
138
$535K 0.08%
18,280
139
$527K 0.07%
6,615
+4
140
$520K 0.07%
1,355
141
$501K 0.07%
4,000
142
$483K 0.07%
7,200
143
$468K 0.07%
+3,350
144
$445K 0.06%
3,230
145
$443K 0.06%
7,300
146
$436K 0.06%
11,275
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147
$434K 0.06%
+8,480
148
$427K 0.06%
7,675
149
$418K 0.06%
5,209
150
$412K 0.06%
6,044
-106
4 5
6
7 8