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
$656M
AUM Growth
-$8.98M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$4.11M
2
+$2.37M
3
+$2.22M
4
AMZN icon
Amazon
AMZN
+$1.7M
5
YUMC icon
Yum China
YUMC
+$1M

Top Sells

1
+$2.57M
2
+$1.32M
3
+$1.25M
4
ADPT
Adeptus Health Inc
ADPT
+$1.24M
5
AAPL icon
Apple
AAPL
+$1.07M

Sector Composition

1 Technology 25.32%
2 Healthcare 20.34%
3 Communication Services 12.02%
4 Industrials 10.6%
5 Consumer Discretionary 10.09%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$354K 0.05%
5,923
-2,511
152
$345K 0.05%
+3,145
153
$345K 0.05%
4,110
154
$342K 0.05%
4,439
155
$336K 0.05%
+21,200
156
$321K 0.05%
5,045
-8,084
157
$319K 0.05%
2,050
158
$315K 0.05%
4,700
-42
159
$312K 0.05%
+13,345
160
$312K 0.05%
2,550
161
$312K 0.05%
3,620
162
$308K 0.05%
4,480
-81
163
$306K 0.05%
+1,490
164
$303K 0.05%
+3,000
165
$286K 0.04%
+19,252
166
$275K 0.04%
+7,450
167
$274K 0.04%
2,978
168
$271K 0.04%
30,325
169
$262K 0.04%
+11,325
170
$245K 0.04%
5,575
-475
171
$232K 0.04%
4,714
-798
172
$230K 0.04%
1,966
173
$227K 0.03%
1,600
174
$218K 0.03%
2,572
175
$213K 0.03%
+6,800
4 5 6
7
8