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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$469K 0.05%
83,633
127
$456K 0.05%
5,700
128
$439K 0.05%
33,345
-59,320
129
$436K 0.05%
1,800
130
$431K 0.05%
5,365
131
$427K 0.05%
8,400
-4,963
132
$396K 0.05%
5,484
133
$394K 0.04%
1,049
+20
134
$367K 0.04%
6,680
-78
135
$364K 0.04%
6,651
136
$362K 0.04%
2,550
137
$318K 0.04%
9,988
138
$317K 0.04%
9,280
-3,415
139
$303K 0.03%
694
-86
140
$301K 0.03%
15,620
-2,875
141
$299K 0.03%
12,194
-1,965
142
$297K 0.03%
8,842
-296
143
$289K 0.03%
8,111
-8,364
144
$279K 0.03%
30,325
145
$278K 0.03%
13,113
-1,746
146
$276K 0.03%
1,800
147
$269K 0.03%
2,890
+115
148
$268K 0.03%
19,550
+1,450
149
$262K 0.03%
2,060
-50
150
$257K 0.03%
5,547
4 5
6
7 8