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
$879M
AUM Growth
-$198M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
223
New
Increased
Reduced
Closed

Top Buys

1
+$3.18M
2
+$3.15M
3
+$2.67M
4
VZ icon
Verizon
VZ
+$2.32M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.28M

Top Sells

1
+$3.72M
2
+$3.6M
3
+$3.22M
4
AMZN icon
Amazon
AMZN
+$2.62M
5
LYFT icon
Lyft
LYFT
+$2.58M

Sector Composition

1 Technology 35.4%
2 Healthcare 15.82%
3 Communication Services 11.31%
4 Consumer Discretionary 10.43%
5 Consumer Staples 7.23%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
201
– –
-2,725
202
– –
-20,870
203
– –
-1,950
204
– –
-46,580
205
– –
-10,000
206
– –
-404
207
– –
-83,385
208
– –
-700
209
– –
-2,400
210
– –
-13,380
211
– –
-108,255
212
– –
-11,000
213
– –
-4,100
214
– –
-17,385
215
– –
-15,000
216
– –
-6,165
217
– –
-16,545
218
– –
-3,218
219
– –
-38,945
220
– –
-32,415
221
– –
-10,000
222
– –
-8,352
223
– –
-1,450
5 6 7 8
9