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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
151
$318K 0.03%
1,085
-75
152
$318K 0.03%
5,400
-200
153
$313K 0.03%
9,894
154
$307K 0.03%
1,500
155
$301K 0.03%
3,750
+250
156
$300K 0.03%
4,408
+3
157
$293K 0.03%
10,875
+2,395
158
$289K 0.03%
1,600
159
$276K 0.03%
5,511
160
$276K 0.03%
+26,219
161
$271K 0.03%
+7,629
162
$266K 0.02%
5,432
163
$266K 0.02%
6,600
164
$261K 0.02%
15,369
+250
165
$252K 0.02%
1,050
166
$250K 0.02%
1,500
167
$221K 0.02%
3,500
168
$216K 0.02%
4,376
169
$210K 0.02%
5,980
-3,260
170
$210K 0.02%
+2,525
171
$207K 0.02%
3,415
172
$134K 0.01%
12,007
-1,000
173
$67K 0.01%
12,100
174
$60K 0.01%
2,303
+110
175
– –
-2,571
4 5 6
7
8