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
$601M
AUM Growth
+$17.3M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
158
New
Increased
Reduced
Closed

Top Buys

1
+$1.67M
2
+$1.36M
3
+$1.23M
4
BFH icon
Bread Financial
BFH
+$1.15M
5
VGK icon
Vanguard FTSE Europe ETF
VGK
+$978K

Top Sells

1
+$1.61M
2
+$1.13M
3
+$1.05M
4
PG icon
Procter & Gamble
PG
+$534K
5
BGS icon
B&G Foods
BGS
+$480K

Sector Composition

1 Technology 30.91%
2 Healthcare 22.35%
3 Industrials 9.5%
4 Communication Services 8.4%
5 Consumer Staples 8.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$7.91M 1.31%
31,416
-250
27
$7.33M 1.22%
53,898
-250
28
$6.96M 1.16%
49,538
-190
29
$6.62M 1.1%
69,841
+200
30
$6.34M 1.05%
35,575
31
$6.33M 1.05%
67,941
+451
32
$6.21M 1.03%
73,682
-1,562
33
$6.1M 1.01%
105,613
+170
34
$6.06M 1.01%
87,792
-1,640
35
$5.39M 0.9%
73,877
+484
36
$5.33M 0.89%
63,645
37
$5.32M 0.88%
119,294
-1,650
38
$5.32M 0.88%
152,561
-76
39
$5M 0.83%
44,852
40
$5M 0.83%
93,010
41
$4.77M 0.79%
74,748
-425
42
$4.61M 0.77%
96,648
+515
43
$4.36M 0.73%
114,986
-500
44
$4.31M 0.72%
94,663
+2,290
45
$4.17M 0.69%
107,010
-258
46
$4.09M 0.68%
253,600
+84,600
47
$4.04M 0.67%
12,201
-435
48
$3.93M 0.65%
49,325
+3,605
49
$3.88M 0.65%
53,763
-1,140
50
$3.87M 0.64%
46,230
-6,377
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