IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.06M
3
+$5.08M
4
FVRR icon
Fiverr
FVRR
+$4.22M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.84M

Top Sells

1
+$17.9M
2
+$9.54M
3
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.68M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$1.39M 0.08%
22,130
+3,315
127
$1.39M 0.07%
18,060
-18,060
128
$1.38M 0.07%
122,792
+49,632
129
$1.35M 0.07%
+35,953
130
$1.34M 0.07%
11,666
+1,716
131
$1.33M 0.07%
+31,799
132
$1.31M 0.07%
7,192
-31
133
$1.29M 0.07%
8,720
-300
134
$1.29M 0.07%
17,865
-260
135
$1.27M 0.07%
6,042
-150
136
$1.27M 0.07%
51,850
137
$1.27M 0.07%
90,250
-7,300
138
$1.26M 0.07%
3,242
+795
139
$1.26M 0.07%
+31,257
140
$1.21M 0.07%
51,489
+33,050
141
$1.19M 0.06%
12,180
+340
142
$1.05M 0.06%
7,668
-25
143
$964K 0.05%
8,205
-12
144
$943K 0.05%
10,823
+1,106
145
$933K 0.05%
2,400
146
$928K 0.05%
8,940
147
$900K 0.05%
7,965
148
$864K 0.05%
21,400
-300
149
$809K 0.04%
7,529
+2,760
150
$783K 0.04%
1,550
4 5
6
7 8