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
51
$3.79M 0.68%
94,610
-10,135
52
$3.72M 0.67%
23,695
+85
53
$3.69M 0.67%
85,000
54
$3.55M 0.64%
12,703
-15
55
$3.49M 0.63%
29,724
-187
56
$3.47M 0.63%
47,685
+65
57
$3.36M 0.61%
33,577
-375
58
$3.32M 0.6%
57,800
59
$3.25M 0.59%
27,970
60
$3.2M 0.58%
23,835
+1,388
61
$3.13M 0.56%
124,390
-175
62
$3.06M 0.55%
80,106
-4,600
63
$2.98M 0.54%
32,175
64
$2.9M 0.52%
38,561
65
$2.75M 0.5%
122,425
-2,075
66
$2.72M 0.49%
115,358
-8,985
67
$2.7M 0.49%
54,874
+1,475
68
$2.59M 0.47%
54,206
-55,361
69
$2.47M 0.45%
225,180
-78,180
70
$2.43M 0.44%
54,226
71
$2.37M 0.43%
37,420
+160
72
$2.31M 0.42%
23,840
+30
73
$2.19M 0.4%
75,377
-44,649
74
$2.15M 0.39%
42,760
+6,315
75
$2.13M 0.38%
26,714
+18,255
1 2
3
4 5