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
$823M
AUM Growth
+$56.7M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
200
New
Increased
Reduced
Closed

Top Buys

1
+$3.5M
2
+$2.84M
3
+$1.76M
4
WM icon
Waste Management
WM
+$1.46M
5
DIS icon
Walt Disney
DIS
+$1.28M

Top Sells

1
+$2.33M
2
+$1.62M
3
+$1.05M
4
WFC icon
Wells Fargo
WFC
+$937K
5
BAC icon
Bank of America
BAC
+$900K

Sector Composition

1 Technology 27.68%
2 Healthcare 17.2%
3 Communication Services 12.36%
4 Consumer Discretionary 11.7%
5 Industrials 11.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$371K 0.05%
+7,353
152
$370K 0.05%
6,290
153
$359K 0.04%
5,618
-319
154
$349K 0.04%
+6,654
155
$336K 0.04%
30,325
156
$331K 0.04%
4,647
-75
157
$320K 0.04%
3,252
+202
158
$319K 0.04%
4,439
159
$310K 0.04%
6,400
160
$306K 0.04%
5,170
161
$303K 0.04%
10,309
-50
162
$301K 0.04%
1,600
163
$300K 0.04%
7,950
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164
$293K 0.04%
12,705
+865
165
$293K 0.04%
4,600
166
$292K 0.04%
+4,930
167
$289K 0.04%
+1,850
168
$288K 0.04%
2,315
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169
$287K 0.03%
5,575
170
$284K 0.03%
5,266
-112
171
$277K 0.03%
2,637
172
$274K 0.03%
+5,565
173
$257K 0.03%
3,675
+100
174
$256K 0.03%
1,875
175
$249K 0.03%
+1,695
4 5 6
7
8