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
$711M
AUM Growth
+$54.1M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
195
New
Increased
Reduced
Closed

Top Buys

1
+$3.96M
2
+$2.61M
3
+$1.75M
4
BABA icon
Alibaba
BABA
+$1.2M
5
AMZN icon
Amazon
AMZN
+$1.02M

Top Sells

1
+$4.11M
2
+$3.34M
3
+$878K
4
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$816K
5
MDT icon
Medtronic
MDT
+$748K

Sector Composition

1 Technology 24.87%
2 Healthcare 19.94%
3 Communication Services 12.43%
4 Consumer Discretionary 11.32%
5 Industrials 10.02%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$39.1M 5.5%
1,088,584
-8,612
2
$36.2M 5.09%
255,070
-2,775
3
$21.9M 3.07%
331,867
-1,350
4
$20.8M 2.92%
222,411
-620
5
$18.7M 2.63%
441,200
+20,180
6
$16.7M 2.34%
143,575
-1,200
7
$16.3M 2.29%
393,460
-1,200
8
$14.2M 2%
320,240
+22,900
9
$14.1M 1.98%
108,361
-1,045
10
$13.6M 1.91%
108,899
-54
11
$13.2M 1.85%
122,190
+11,140
12
$12.3M 1.73%
73,453
-185
13
$12.2M 1.71%
101,463
+175
14
$11.9M 1.68%
81,301
15
$11.2M 1.57%
224,655
-918
16
$10.9M 1.53%
55,752
-225
17
$10.5M 1.47%
83,389
-870
18
$10.4M 1.46%
173,750
-1,000
19
$9.02M 1.27%
5,067
-30
20
$8.98M 1.26%
72,166
-175
21
$8.85M 1.24%
205,685
-750
22
$8.68M 1.22%
107,758
23
$8.3M 1.17%
92,230
-300
24
$8.27M 1.16%
229,221
-198
25
$8.18M 1.15%
49,838
-200
1
2 3 4 5