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
176
$229K 0.02%
+3,906
177
$227K 0.02%
4,381
+3
178
$222K 0.02%
+3,913
179
$218K 0.02%
+1,385
180
$218K 0.02%
6,465
-2,377
181
$214K 0.02%
+2,400
182
$212K 0.02%
+3,740
183
$208K 0.02%
+9,720
184
$205K 0.02%
+2,725
185
$204K 0.02%
+1,786
186
$194K 0.02%
+15,058
187
$164K 0.01%
11,327
188
$59K 0.01%
16,539
189
$26K ﹤0.01%
15,140
190
– –
-2,700
191
– –
-8,400
192
– –
-33,345
193
– –
-37,425
194
– –
-8,111
195
– –
-4,210
196
– –
-6,680
197
– –
-2,030
198
– –
-7,030
199
– –
-12,194
4 5 6 7
8