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
$1.07B
AUM Growth
-$64.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
182
New
Increased
Reduced
Closed

Top Buys

1
+$6.81M
2
+$3.98M
3
+$3.72M
4
SPXL icon
Direxion Daily S&P 500 Bull 3x Shares
SPXL
+$2.68M
5
EW icon
Edwards Lifesciences
EW
+$2.48M

Top Sells

1
+$10M
2
+$2.62M
3
+$2.22M
4
MDT icon
Medtronic
MDT
+$2.18M
5
TLT icon
iShares 20+ Year Treasury Bond ETF
TLT
+$1.72M

Sector Composition

1 Technology 38.27%
2 Healthcare 17%
3 Communication Services 9.63%
4 Industrials 8.15%
5 Consumer Staples 6.68%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1
$98.1M 9.16%
709,999
-11,801
2
$47M 4.39%
201,704
-788
3
$42.1M 3.93%
108,699
-1
4
$41.5M 3.87%
116,117
-3,852
5
$33.1M 3.09%
346,279
-2,301
6
$32.8M 3.07%
69,551
+30
7
$32.4M 3.03%
287,080
+7,300
8
$31M 2.9%
322,639
-1,381
9
$27.7M 2.59%
100,787
-1,295
10
$25M 2.33%
97,118
+1,755
11
$24.7M 2.31%
182,362
+4,637
12
$21.5M 2%
133,913
+1,564
13
$19.4M 1.81%
125,180
-530
14
$19.3M 1.8%
171,909
+2,443
15
$18.4M 1.72%
81,570
+983
16
$17.2M 1.6%
76,672
+1,754
17
$16.9M 1.58%
52,228
+1,955
18
$16.5M 1.54%
146,043
+3,088
19
$16.2M 1.51%
82,104
-3,121
20
$16M 1.49%
176,731
+2,813
21
$15.1M 1.41%
93,381
+3,220
22
$14.7M 1.37%
89,954
+2,645
23
$14.6M 1.36%
176,270
+30,030
24
$14.1M 1.32%
164,278
-6,012
25
$13.7M 1.28%
92,567
+1,149
1
2 3 4 5