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
176
$211K 0.01%
323
-279
177
$159K 0.01%
+13,600
178
$106K 0.01%
+2,140
179
$65K ﹤0.01%
14,800
180
– –
-8,720
181
– –
-10,600
182
– –
-10,000
183
– –
-8,100
184
– –
-12,250
185
– –
-1,278
186
– –
-15,375
187
– –
-1,315
188
– –
-59,716
189
– –
-41,444
190
– –
-42,078
191
– –
-10,000
192
– –
-5,374
193
– –
-10,795
194
– –
-5,600
195
– –
-2,000
196
– –
-22,665
197
– –
-4,602
4 5 6 7
8