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
$818M
AUM Growth
-$4.32M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
202
New
Increased
Reduced
Closed

Top Buys

1
+$6.77M
2
+$2.4M
3
+$2M
4
GLW icon
Corning
GLW
+$1.48M
5
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$1.4M

Top Sells

1
+$2.78M
2
+$2.02M
3
+$1.27M
4
DIS icon
Walt Disney
DIS
+$1.12M
5
OMC icon
Omnicom Group
OMC
+$1.09M

Sector Composition

1 Technology 28.82%
2 Healthcare 16.82%
3 Consumer Discretionary 12.48%
4 Communication Services 11.31%
5 Industrials 10.98%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
26
$8.93M 1.09%
136,118
-417
27
$8.63M 1.05%
140,194
+1,685
28
$8.56M 1.04%
156,191
-8,984
29
$8.45M 1.03%
49,536
-257
30
$7.94M 0.97%
221,266
-527
31
$7.52M 0.92%
66,263
+737
32
$7.43M 0.91%
119,340
-1,035
33
$7.39M 0.9%
92,088
-3,592
34
$6.87M 0.84%
147,705
-600
35
$6.77M 0.83%
+42,273
36
$6.74M 0.82%
91,122
-313
37
$6.47M 0.79%
40,227
-409
38
$6.47M 0.79%
59,259
-1,514
39
$6.42M 0.78%
107,056
-100
40
$6.41M 0.78%
22,704
-441
41
$6.41M 0.78%
96,421
-1,230
42
$6.37M 0.78%
71,432
-979
43
$6.29M 0.77%
178,642
+68,205
44
$6.09M 0.74%
48,475
+530
45
$5.87M 0.72%
31,993
+167
46
$5.83M 0.71%
69,850
+1,090
47
$5.83M 0.71%
105,233
-1,723
48
$5.81M 0.71%
29,265
-237
49
$5.79M 0.71%
55,017
+2,134
50
$5.58M 0.68%
41,060
-592
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