IHL

Investment House LLC Portfolio holdings

AUM $2.1B
1-Year Est. Return 25.71%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.71%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.85B
AUM Growth
+$101M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
220
New
Increased
Reduced
Closed

Top Buys

1
+$8.76M
2
+$7.06M
3
+$5.08M
4
FVRR icon
Fiverr
FVRR
+$4.22M
5
SHY icon
iShares 1-3 Year Treasury Bond ETF
SHY
+$3.84M

Top Sells

1
+$17.9M
2
+$9.54M
3
+$6.72M
4
MSFT icon
Microsoft
MSFT
+$3.33M
5
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.68M

Sector Composition

1 Technology 38.02%
2 Consumer Discretionary 12.71%
3 Communication Services 11.95%
4 Healthcare 11.47%
5 Financials 8.01%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
176
$419K 0.02%
1,600
177
$402K 0.02%
4,458
+3
178
$400K 0.02%
860
+35
179
$384K 0.02%
2,475
180
$376K 0.02%
5,432
181
$349K 0.02%
2,435
182
$333K 0.02%
16,035
183
$323K 0.02%
2,100
184
$321K 0.02%
2,700
185
$319K 0.02%
16,143
+557
186
$316K 0.02%
2,730
187
$312K 0.02%
4,400
+700
188
$310K 0.02%
1,500
189
$282K 0.02%
2,675
190
$280K 0.02%
26,525
+2,775
191
$280K 0.02%
6,125
192
$275K 0.01%
2,275
193
$274K 0.01%
2,300
+550
194
$266K 0.01%
15,294
195
$253K 0.01%
2,450
196
$247K 0.01%
7,448
197
$246K 0.01%
855
198
$244K 0.01%
+600
199
$241K 0.01%
+950
200
$240K 0.01%
1,350
5 6 7
8
9