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
51
$3.87M 0.64%
99,200
+600
52
$3.84M 0.64%
29,091
+660
53
$3.83M 0.64%
89,781
-1,073
54
$3.65M 0.61%
25,040
+50
55
$3.58M 0.6%
56,565
+11,475
56
$3.57M 0.59%
30,108
57
$3.45M 0.57%
85,000
58
$3.44M 0.57%
58,050
+300
59
$3.42M 0.57%
117,020
+600
60
$3.25M 0.54%
27,905
61
$3.24M 0.54%
57,250
+21
62
$3.15M 0.52%
82,181
63
$3.13M 0.52%
38,711
+325
64
$3.11M 0.52%
123,430
65
$3.1M 0.51%
31,232
-710
66
$3.04M 0.51%
43,385
-350
67
$3M 0.5%
41,040
+875
68
$2.87M 0.48%
168,600
69
$2.85M 0.47%
29,550
70
$2.57M 0.43%
46,695
+540
71
$2.56M 0.43%
32,014
-350
72
$2.49M 0.41%
20,515
+525
73
$2.46M 0.41%
49,246
-1,563
74
$2.43M 0.4%
53,206
75
$2.31M 0.38%
82,325
-238
1 2
3
4 5