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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$395K 0.03%
1,600
152
$371K 0.02%
6,600
153
$337K 0.02%
2,800
154
$336K 0.02%
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155
$334K 0.02%
1,040
156
$331K 0.02%
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157
$324K 0.02%
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158
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1,500
159
$309K 0.02%
2,240
160
$306K 0.02%
14,619
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161
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4,400
+3
162
$294K 0.02%
+5,328
163
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16,307
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164
$283K 0.02%
915
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165
$281K 0.02%
720
166
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+6,350
167
$266K 0.02%
975
168
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169
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170
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171
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2,785
172
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5,181
173
$222K 0.01%
+600
174
$214K 0.01%
871
-309
175
$213K 0.01%
328
4 5 6
7
8