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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$749K 0.05%
5,435
-1,750
127
$744K 0.05%
5,640
-100
128
$715K 0.05%
2,815
-2,610
129
$709K 0.05%
7,300
130
$682K 0.04%
10,250
131
$673K 0.04%
14,550
+1,525
132
$671K 0.04%
2,900
133
$647K 0.04%
1,074
134
$587K 0.04%
9,900
135
$576K 0.04%
4,919
-505
136
$545K 0.04%
3,415
+2,499
137
$528K 0.03%
1,500
138
$507K 0.03%
5,700
139
$485K 0.03%
2,802
140
$485K 0.03%
2,400
141
$470K 0.03%
3,450
142
$456K 0.03%
6,400
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143
$454K 0.03%
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144
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17,583
145
$438K 0.03%
1,146
146
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6,655
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147
$431K 0.03%
5,484
148
$410K 0.03%
10,387
+4
149
$406K 0.03%
1,185
150
$398K 0.03%
4,729
+100
4 5
6
7 8