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
51
$5.3M 0.65%
73,207
-536
52
$5.3M 0.65%
36,141
-6,603
53
$5.19M 0.63%
68,853
-1,087
54
$5.04M 0.61%
37,858
+15,028
55
$5.03M 0.61%
31,009
-120
56
$4.65M 0.57%
377,731
+16,455
57
$4.32M 0.53%
87,756
-924
58
$4.17M 0.51%
91,219
-13,242
59
$4.15M 0.51%
74,121
-9,076
60
$4.14M 0.5%
96,475
+3,100
61
$3.89M 0.47%
25,410
-538
62
$3.85M 0.47%
27,990
63
$3.8M 0.46%
84,400
-600
64
$3.78M 0.46%
22,486
+1,414
65
$3.65M 0.45%
34,237
+3,247
66
$3.61M 0.44%
45,490
-57
67
$3.56M 0.43%
25,307
-14,369
68
$3.46M 0.42%
28,935
+2,290
69
$3.35M 0.41%
64,434
-1,702
70
$3.29M 0.4%
50,300
-4,750
71
$3.13M 0.38%
23,285
+240
72
$3.02M 0.37%
11,010
-5
73
$2.9M 0.35%
55,018
-1,630
74
$2.8M 0.34%
16,000
+500
75
$2.8M 0.34%
83,049
-3,551
1 2
3
4 5