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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$355K 0.03%
697
+3
152
$347K 0.03%
1,800
153
$347K 0.03%
2,890
154
$346K 0.03%
9,988
155
$342K 0.03%
+3,600
156
$337K 0.03%
+8,023
157
$329K 0.03%
1,665
-2,295
158
$320K 0.03%
19,550
159
$308K 0.03%
9,750
+750
160
$308K 0.03%
2,060
161
$299K 0.03%
+5,432
162
$294K 0.03%
+4,093
163
$286K 0.03%
30,325
164
$286K 0.03%
5,547
165
$284K 0.03%
1,675
166
$278K 0.02%
+7,925
167
$267K 0.02%
16,210
-320
168
$265K 0.02%
4,278
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169
$258K 0.02%
+7,000
170
$257K 0.02%
5,655
+1,030
171
$257K 0.02%
1,775
+100
172
$257K 0.02%
+1,905
173
$239K 0.02%
19,400
-4,600
174
$235K 0.02%
4,775
175
$234K 0.02%
1,525
-100
4 5 6
7
8