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
$823M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.84M
3
+$1.76M
4
WM icon
Waste Management
WM
+$1.46M
5
DIS icon
Walt Disney
DIS
+$1.28M

Top Sells

1
+$2.33M
2
+$1.62M
3
+$1.05M
4
WFC icon
Wells Fargo
WFC
+$937K
5
BAC icon
Bank of America
BAC
+$900K

Sector Composition

1 Technology 27.68%
2 Healthcare 17.2%
3 Communication Services 12.36%
4 Consumer Discretionary 11.7%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$634K 0.08%
+109,750
127
$633K 0.08%
11,025
128
$619K 0.08%
30,010
129
$617K 0.08%
+4,888
130
$608K 0.07%
7,388
131
$605K 0.07%
2,050
132
$557K 0.07%
10,910
133
$555K 0.07%
29,300
-2,700
134
$548K 0.07%
4,805
135
$547K 0.07%
18,280
136
$530K 0.06%
7,200
137
$502K 0.06%
4,915
138
$485K 0.06%
7,300
139
$464K 0.06%
15,734
-30,533
140
$458K 0.06%
18,665
141
$443K 0.05%
+4,106
142
$426K 0.05%
5,250
143
$425K 0.05%
4,525
-1,640
144
$425K 0.05%
2,550
145
$419K 0.05%
6,625
+3
146
$418K 0.05%
6,890
-15,445
147
$411K 0.05%
4,675
-3,300
148
$390K 0.05%
3,350
149
$387K 0.05%
3,620
150
$384K 0.05%
10,090
-85
4 5
6
7 8