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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$243K 0.03%
2,700
-1,200
152
$242K 0.03%
1,675
+15
153
$241K 0.03%
+4,625
154
$239K 0.03%
7,035
-1,000
155
$238K 0.03%
4,233
156
$237K 0.03%
4,378
+2
157
$224K 0.03%
1,675
-100
158
$223K 0.03%
4,210
159
$220K 0.03%
1,625
160
$216K 0.02%
16,530
-800
161
$216K 0.02%
24,000
162
$214K 0.02%
4,775
-800
163
$213K 0.02%
9,000
-500
164
$202K 0.02%
+5,790
165
$202K 0.02%
7,030
-500
166
$175K 0.02%
33,229
167
$145K 0.02%
11,327
168
$63K 0.01%
16,539
-400
169
$47K 0.01%
16,750
-23,250
170
$16K ﹤0.01%
15,140
171
$13K ﹤0.01%
2,030
+1,000
172
– –
-14,819
173
– –
-4,481
174
– –
-19,475
175
– –
-94,505
5 6
7
8 9