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
$494M
AUM Growth
+$33.2M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
141
New
Increased
Reduced
Closed

Top Buys

1
+$563K
2
+$485K
3
+$474K
4
AMZN icon
Amazon
AMZN
+$440K
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$369K

Top Sells

1
+$3.11M
2
+$2.98M
3
+$1.68M
4
BIV icon
Vanguard Intermediate-Term Bond ETF
BIV
+$682K
5
NVS icon
Novartis
NVS
+$614K

Sector Composition

1 Technology 31.18%
2 Healthcare 21.5%
3 Consumer Staples 9.14%
4 Industrials 8.96%
5 Consumer Discretionary 8.26%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$5.9M 1.19%
155,721
+150
27
$5.88M 1.19%
93,575
+100
28
$5.77M 1.17%
251,725
-8,407
29
$5.67M 1.15%
100,381
+200
30
$5.61M 1.14%
81,654
-8,928
31
$5.36M 1.08%
47,928
+300
32
$5.28M 1.07%
66,414
-617
33
$5.27M 1.07%
488,860
+11,875
34
$5.12M 1.04%
66,416
+50
35
$4.98M 1.01%
109,567
+5,135
36
$4.89M 0.99%
63,470
37
$4.64M 0.94%
145,886
38
$4.54M 0.92%
101,568
-1,625
39
$4.54M 0.92%
71,428
40
$4.49M 0.91%
52,648
-100
41
$4.49M 0.91%
123,494
+50
42
$4.35M 0.88%
58,853
-1,675
43
$4.27M 0.86%
56,507
44
$3.99M 0.81%
111,760
-828
45
$3.96M 0.8%
104,745
46
$3.66M 0.74%
27,546
-75
47
$3.66M 0.74%
233,860
+28,160
48
$3.63M 0.73%
47,620
49
$3.61M 0.73%
33,952
50
$3.52M 0.71%
303,360
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