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
$1.14B
AUM Growth
+$258M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
199
New
Increased
Reduced
Closed

Top Buys

1
+$5.72M
2
+$4.25M
3
+$3.68M
4
BABA icon
Alibaba
BABA
+$2.9M
5
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$2.79M

Top Sells

1
+$3.52M
2
+$3M
3
+$1.71M
4
STZ icon
Constellation Brands
STZ
+$1.6M
5
DIS icon
Walt Disney
DIS
+$1.46M

Sector Composition

1 Technology 36.67%
2 Healthcare 14%
3 Communication Services 11.6%
4 Consumer Discretionary 10.22%
5 Financials 7.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$95.4M 8.39%
1,046,388
+10,476
2
$68M 5.98%
334,146
+5,285
3
$55.1M 4.85%
242,836
+2,960
4
$45.5M 4%
104,464
-530
5
$44.5M 3.91%
322,540
-12,380
6
$39.3M 3.46%
132,814
-1,590
7
$35.4M 3.11%
203,005
-1,125
8
$30.3M 2.66%
426,940
-1,000
9
$28.7M 2.53%
213,685
-700
10
$27.2M 2.4%
385,520
+2,100
11
$26.6M 2.34%
123,230
+13,455
12
$22M 1.94%
72,701
-90
13
$20.9M 1.83%
97,160
-387
14
$20.1M 1.76%
80,070
15
$16.4M 1.44%
93,973
-397
16
$16M 1.41%
113,638
+3,978
17
$15.8M 1.39%
264,391
-3,740
18
$15.7M 1.38%
79,059
+155
19
$15.5M 1.37%
169,702
+120
20
$14.5M 1.27%
113,927
-340
21
$14.3M 1.26%
185,197
-625
22
$13.3M 1.17%
125,741
+225
23
$11.9M 1.04%
49,550
-1,125
24
$11.8M 1.03%
155,295
+6,170
25
$11.6M 1.02%
85,085
-740
1
2 3 4 5