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
$554M
AUM Growth
+$60M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
153
New
Increased
Reduced
Closed

Top Buys

1
+$1.59M
2
+$1.58M
3
+$1.53M
4
VCSH icon
Vanguard Short-Term Corporate Bond ETF
VCSH
+$1.46M
5
BKNG icon
Booking.com
BKNG
+$1.4M

Top Sells

1
+$2.64M
2
+$1.39M
3
+$1.33M
4
PFE icon
Pfizer
PFE
+$1.3M
5
T icon
AT&T
T
+$1.04M

Sector Composition

1 Technology 32.51%
2 Healthcare 20.17%
3 Industrials 9.11%
4 Consumer Staples 8.77%
5 Consumer Discretionary 8.36%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.12M 1.28%
94,825
+1,250
27
$6.26M 1.13%
241,117
-10,608
28
$5.64M 1.02%
66,816
+400
29
$5.56M 1%
77,218
-4,436
30
$5.55M 1%
48,643
+715
31
$5.52M 1%
66,569
+155
32
$5.43M 0.98%
102,768
+1,200
33
$5.42M 0.98%
63,470
34
$5.36M 0.97%
492,185
+3,325
35
$5.13M 0.92%
72,254
+826
36
$5.1M 0.92%
123,422
-32,299
37
$5.07M 0.91%
53,898
+1,250
38
$4.87M 0.88%
244,460
+10,600
39
$4.85M 0.88%
123,394
-100
40
$4.84M 0.87%
55,603
-3,250
41
$4.79M 0.86%
149,515
+49,202
42
$4.52M 0.82%
76,739
-23,642
43
$4.36M 0.79%
53,607
-2,900
44
$4.26M 0.77%
117,936
-27,950
45
$4.15M 0.75%
44,752
+400
46
$4.09M 0.74%
36,845
-250
47
$4.07M 0.73%
92,608
+5,238
48
$4M 0.72%
106,025
-5,735
49
$3.93M 0.71%
27,886
+340
50
$3.93M 0.71%
90,493
+1,075
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