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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$407K 0.06%
5,250
152
$405K 0.06%
4,915
-750
153
$387K 0.05%
+15,860
154
$363K 0.05%
2,050
155
$361K 0.05%
11,490
-87
156
$357K 0.05%
3,031
+1,065
157
$344K 0.05%
+17,160
158
$344K 0.05%
19,252
159
$344K 0.05%
+8,800
160
$343K 0.05%
4,945
-100
161
$343K 0.05%
+6,430
162
$338K 0.05%
2,550
163
$334K 0.05%
4,439
164
$333K 0.05%
4,700
165
$318K 0.04%
3,620
166
$309K 0.04%
+5,679
167
$307K 0.04%
4,722
-1,201
168
$303K 0.04%
7,950
+500
169
$299K 0.04%
3,050
+72
170
$295K 0.04%
4,480
171
$288K 0.04%
+5,355
172
$285K 0.04%
+5,525
173
$282K 0.04%
30,325
174
$270K 0.04%
11,325
175
$267K 0.04%
6,800
4 5 6
7
8