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
$1.41B
AUM Growth
+$145M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
201
New
Increased
Reduced
Closed

Top Buys

1 +$4.01M
2 +$3.78M
3 +$3.43M
4
RH icon
RH
RH
+$3.43M
5
SCHW icon
Charles Schwab
SCHW
+$2.58M

Top Sells

1 +$16.1M
2 +$5.12M
3 +$3.68M
4
BABA icon
Alibaba
BABA
+$3M
5
TMO icon
Thermo Fisher Scientific
TMO
+$2.95M

Sector Composition

1 Technology 39.05%
2 Healthcare 11.96%
3 Consumer Discretionary 11.28%
4 Communication Services 10.8%
5 Industrials 8.89%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
201
-2,400