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
$584M
AUM Growth
+$21.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
155
New
Increased
Reduced
Closed

Top Buys

1 +$1.12M
2 +$649K
3 +$530K
4
BGS icon
B&G Foods
BGS
+$414K
5
TBT icon
ProShares Trust UltraShort Lehman 20+ Year Treasury
TBT
+$301K

Top Sells

1 +$1.16M
2 +$610K
3 +$491K
4
AAPL icon
Apple
AAPL
+$467K
5
TIBX
TIBCO SOFTWARE INC
TIBX
+$429K

Sector Composition

1 Technology 30.16%
2 Healthcare 22.13%
3 Industrials 10.38%
4 Consumer Staples 8.23%
5 Communication Services 8.04%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
151
$213K 0.04%
3,700
152
$202K 0.03%
+1,900
153
$143K 0.02%
71
154
$86K 0.01%
15,200
155
-81,670