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
176
$242K 0.03%
7,553
177
$239K 0.03%
5,964
178
$227K 0.03%
4,725
+2
179
$226K 0.03%
3,734
180
$223K 0.03%
46,000
181
$223K 0.03%
+9,560
182
$222K 0.03%
+3,075
183
$219K 0.03%
2,619
-4,965
184
$217K 0.03%
+1,385
185
$215K 0.03%
+1,695
186
$214K 0.03%
+3,380
187
$214K 0.03%
2,400
188
$213K 0.03%
+1,700
189
$207K 0.03%
6,805
190
$203K 0.02%
8,600
191
$34K ﹤0.01%
14,840
192
$15K ﹤0.01%
47
193
– –
-1,425
194
– –
-7,595
195
– –
-5,095
196
– –
-1,790
197
– –
-1,332
198
– –
-12,600
199
– –
-12,245
200
– –
-13,853
4 5 6 7
8