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
1
$65.9M 7.49%
1,035,912
-20,252
2
$51.9M 5.9%
328,861
-4,512
3
$40M 4.55%
239,876
-2,191
4
$33.4M 3.8%
104,994
-769
5
$32.6M 3.71%
334,920
-26,880
6
$30.9M 3.52%
134,404
-652
7
$24.9M 2.83%
427,940
-2,540
8
$22.3M 2.54%
383,420
-25,400
9
$22M 2.5%
214,385
-2,797
10
$21.3M 2.43%
109,775
-9,103
11
$20.8M 2.36%
72,791
-563
12
$19.5M 2.22%
204,130
-3,065
13
$15.9M 1.81%
97,547
-965
14
$14.9M 1.7%
80,070
-237
15
$14.5M 1.65%
268,131
-25,485
16
$14.4M 1.64%
109,660
+4,712
17
$13.7M 1.56%
169,582
-983
18
$12.3M 1.4%
78,904
-597
19
$11.9M 1.36%
185,822
-1,690
20
$11.9M 1.35%
94,370
-578
21
$11.6M 1.32%
125,516
-235
22
$11.4M 1.3%
114,267
-45
23
$11.1M 1.26%
122,556
+2,575
24
$10.4M 1.18%
51,095
+3,187
25
$9.61M 1.09%
70,319
-583
1
2 3 4 5