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
51
$3.52M 0.71%
87,370
-380
52
$3.46M 0.7%
23,610
-175
53
$3.43M 0.69%
44,352
+975
54
$3.41M 0.69%
89,418
+500
55
$3.35M 0.68%
37,095
+50
56
$3.27M 0.66%
120,026
+4
57
$3.24M 0.66%
85,000
58
$3.23M 0.65%
27,970
59
$3.18M 0.64%
124,565
60
$3.11M 0.63%
57,800
+200
61
$3.08M 0.62%
124,343
62
$3.06M 0.62%
12,718
+275
63
$2.99M 0.6%
29,911
+7
64
$2.92M 0.59%
124,500
-175
65
$2.81M 0.57%
84,706
-50,671
66
$2.72M 0.55%
100,313
+4,279
67
$2.61M 0.53%
38,561
-100
68
$2.57M 0.52%
22,447
+1,899
69
$2.49M 0.5%
53,399
-300
70
$2.46M 0.5%
32,175
71
$2.29M 0.46%
23,810
-225
72
$2.27M 0.46%
26,927
+5,607
73
$2.21M 0.45%
54,226
-191
74
$2.13M 0.43%
64,318
-1,500
75
$2.12M 0.43%
37,260
+4,250
1 2
3
4 5