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
$1.56B
AUM Growth
+$184M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
197
New
Increased
Reduced
Closed

Top Buys

1
+$21.7M
2
+$15.5M
3
+$14.2M
4
SPY icon
SPDR S&P 500 ETF Trust
SPY
+$7.09M
5
FDX icon
FedEx
FDX
+$5.92M

Top Sells

1
+$4.55M
2
+$2.93M
3
+$2.72M
4
INTU icon
Intuit
INTU
+$2.67M
5
KWEB icon
KraneShares CSI China Internet ETF
KWEB
+$2.64M

Sector Composition

1 Technology 39.94%
2 Healthcare 13.03%
3 Communication Services 12.27%
4 Consumer Discretionary 6.86%
5 Industrials 6.49%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$142M 9.14%
801,782
-25,623
2
$75.7M 4.86%
117,689
-4,147
3
$69.4M 4.46%
206,259
-2,990
4
$68.8M 4.42%
204,509
-3,528
5
$57.3M 3.68%
101,073
-355
6
$51.9M 3.33%
311,060
+1,420
7
$50.4M 3.24%
348,140
-11,120
8
$46.2M 2.97%
319,340
-3,000
9
$40.1M 2.58%
96,720
+695
10
$40.1M 2.57%
70,607
-855
11
$34.5M 2.21%
91,475
-921
12
$33.6M 2.16%
178,401
-7,149
13
$32.4M 2.08%
201,020
-18,185
14
$25.5M 1.64%
139,418
-165
15
$23.8M 1.53%
810,260
-3,150
16
$23.5M 1.51%
171,588
-215
17
$22.8M 1.47%
121,175
+1,590
18
$21.8M 1.4%
159,369
+3,166
19
$21.7M 1.39%
+133,398
20
$21.1M 1.36%
126,511
-310
21
$19.6M 1.26%
49,232
+39,001
22
$19.5M 1.25%
109,875
+13,980
23
$19.3M 1.24%
71,156
+14,750
24
$18.6M 1.2%
79,427
-205
25
$18.2M 1.17%
177,207
-2,805
1
2 3 4 5