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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$617K 0.06%
5,335
+420
127
$598K 0.06%
22,608
-1,607
128
$540K 0.05%
5,170
+120
129
$537K 0.05%
+3,475
130
$534K 0.05%
+5,217
131
$521K 0.05%
1,600
132
$517K 0.05%
10,280
133
$514K 0.05%
1,540
+355
134
$493K 0.05%
5,700
135
$485K 0.05%
9,900
136
$483K 0.05%
18,215
+4,965
137
$466K 0.04%
10,500
138
$466K 0.04%
12,650
-450
139
$459K 0.04%
1,350
140
$438K 0.04%
+5,020
141
$430K 0.04%
2,900
-150
142
$405K 0.04%
+6,175
143
$383K 0.04%
12,681
-54,986
144
$379K 0.04%
5,484
145
$367K 0.03%
4,524
-6,824
146
$367K 0.03%
2,425
-3,010
147
$357K 0.03%
7,375
+2,475
148
$348K 0.03%
2,400
149
$342K 0.03%
6,051
-600
150
$325K 0.03%
2,650
-152
4 5
6
7 8