IHL

Investment House LLC Portfolio holdings

AUM $2.11B
1-Year Est. Return 25.51%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+25.51%
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
State Street 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
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