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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$666K 0.06%
7,603
+303
127
$650K 0.06%
+3,545
128
$636K 0.06%
10,897
-4,093
129
$616K 0.05%
2,640
-569
130
$610K 0.05%
+13,650
131
$604K 0.05%
16,075
-4,480
132
$594K 0.05%
1,800
133
$514K 0.05%
22,517
-18,207
134
$506K 0.04%
+5,671
135
$497K 0.04%
56,229
+23,000
136
$497K 0.04%
+6,800
137
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1,049
138
$455K 0.04%
26,088
-30,102
139
$454K 0.04%
5,700
140
$448K 0.04%
+2,255
141
$445K 0.04%
5,484
142
$445K 0.04%
13,665
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143
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6,000
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144
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3,628
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145
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146
$405K 0.04%
7,310
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147
$401K 0.04%
+1,107
148
$389K 0.03%
+5,950
149
$361K 0.03%
6,651
150
$360K 0.03%
2,060
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4 5
6
7 8